Form D · Other Investment Fund

BGA Opportunity Zone Fund, LLC - Yonkers Series

Boston, MA · CIK 0001791140

Offering snapshot reported Oct 23, 2019 · SEC filing

Reported sold
$5.67M
Offering amount: $65M
Investors reported
5
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 11, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 23, 2019Initial$5,674,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-351658

Source: Form D, filed Oct 23, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BGA OPPORTUNITY ZONE FUND, LLC - YONKERS SERIES

Investment adviser: BATTERY GLOBAL ADVISORS, LLC

Gross asset value
$77.7M
Beneficial owners
84
ADV minimum commitment
$0

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SANDLER & COMPANY, P.C. NEW YORK, New York, United States
Custodian EASTERN BANK BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SANDLER & COMPANY, P.C.
PCAOB 926

Filing source

Form ADV 2116758 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-4365166243

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Battery Global Advisors, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1 Marina Park Dr Ste 1150
Boston, MA, 02210