Form D · Other Investment Fund

BHC AZ Co-Invest LP

Richmond, VA · CIK 0001675007

Offering snapshot reported Jul 18, 2017 · SEC filing

Reported sold: $571K
Investors reported: 16
Minimum accepted: $0
First sale: Jul 11, 2017

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 18, 2017	Initial	$571,192	No comparison	16	SEC filing
Oct 19, 2016	Initial	$101,000	No comparison	5	SEC filing
Jun 10, 2016	Initial	$1,486,000	No comparison	21	SEC filing

Offering details

Securities: Equity, 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: 021-290961

Source: Form D, filed Jul 18, 2017. 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

BHC AZ CO-INVEST LP

Investment adviser: BLUE HERON CAPITAL MANAGEMENT, LLC

Gross asset value: $7.12M
Beneficial owners: 28
ADV minimum commitment: $0

Reported in Form ADV on Oct 20, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator VENTURE BACK OFFICE CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

Filing source

Form ADV 1572545 · Oct 20, 2021 · Schedule D 7.B.(1), fund 805-1610505572

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
Name	Reported role
Thomas Q Benedetti	Director, Executive, Promoter
Michael J Marcantonio	Director, Executive, Promoter
Samuel T Sezak	Director, Executive, Promoter
Andrew S Tichenor	Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

8730 Stony Point Parkway Suite 280
Richmond, VA, 23235