Form D · Private Equity Fund

BPEA Strategic Healthcare I-B, L.P.

Boston, MA · CIK 0001725528

Offering snapshot reported Apr 15, 2020 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
22
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 22

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 15, 2020AmendmentYet to sellNo comparison22SEC filing
Mar 21, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-308248
The General Partner is required to pay a success fee based on the capital subscriptions of certain investors in the fund, subject to certain exceptions.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Kelson Capital LLC149477

Source: Form D, filed Apr 15, 2020. 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

BPEA STRATEGIC HEALTHCARE I-B, LP

Investment adviser: BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC

Gross asset value
$410M
Beneficial owners
23
ADV minimum commitment
$500K

Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian CITIZENS BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BOSTON, Massachusetts, United States Related to adviser: No
Custodian UBS SECURITIES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

UBS SECURITIES LLC
SEC 8-22651

Filing source

Form ADV 2116332 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-7083576535

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
General Partner Bpea Shc I, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
20 Custom House Street Suite 610
Boston, MA, 02110