Form D · Other Investment Fund

BHPW Select Opportunities Fund LP

West Conshohocken, PA · CIK 0002045594

Offering snapshot reported Mar 11, 2026 · SEC filing

Reported sold
$31.9M
Indefinite offering
Investors reported
74
Form D · investor count
Minimum accepted
$300K
Reported outside-investor minimum
First sale
Dec 6, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.9M$31.9MDec 5, 2024Mar 18, 2025: $13,600,000.00Mar 18, 2025Mar 11, 2026: $31,850,000.00Mar 11, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$13,600,000 → $31,850,000
  • Reported investors28 → 74

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 11, 2026Amendment$31,850,000$18,250,000vs Mar 18, 202574SEC filing
Mar 18, 2025Amendment$13,600,000No comparison28SEC filing
Dec 5, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-531188
Limited Partnership Interests

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
NoneNone

Source: Form D, filed Mar 11, 2026. 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

BHPW SELECT OPPORTUNITIES FUND LP

Investment adviser: PPB ADVISORS, LLC

Gross asset value
$31.9M
Beneficial owners
70
ADV minimum commitment
$300K

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING INC OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE NEW YORK, New York, United States
Custodian TD BANK KING OF PRUSSIA, Pennsylvania, 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

DELOITTE
PCAOB 34

Filing source

Form ADV 2054472 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-5908617856

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 Beverly Hills Private Wealth, Llc Promoter
Brendan Lake Executive
N/A Ppb Bhso Mgt Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
300 Barr Harbor Drive Suite 260
West Conshohocken, PA, 19428