Form D · Other Investment Fund

Broadfield Capital, L.P.

Morristown, NJ · CIK 0001954409

Offering snapshot reported Jan 23, 2026 · SEC filing

Reported sold
$109M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
Jan 23, 2026Amendment$109,062,953No comparisonNot reportedSEC filing
Jan 10, 2025Amendment$109,062,953$3,300,000vs Jan 12, 202420SEC filing
Jan 12, 2024Amendment$105,762,953$4,567,491vs Jan 12, 202320SEC filing
Jan 12, 2023Initial$101,195,462No comparison21SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-470487

Source: Form D, filed Jan 23, 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

BROADFIELD CAPITAL, L.P.

Investment adviser: BROADFIELD CAPITAL MANAGEMENT, LLC

Gross asset value
$177M
Beneficial owners
20
ADV minimum commitment
$1M

Reported in Form ADV on May 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BGT FUND ADMINISTRATION CALABASAS, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor RICHEY MAY ENGLEWOOD, Colorado, United States
Custodian JPMORGAN NEWARK, Delaware, 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

RICHEY MAY
PCAOB 673

Filing source

Form ADV 2104139 · May 19, 2026 · Schedule D 7.B.(1), fund 805-1390694618

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
Same Broadfield Capital, Llc Executive
N/A Broadfield Capital, Llc Executive
Same Broadfield Capital Management, Llc Executive
N/A Broadfield Capital Management, Llc Executive
Jefferson W. Kirby Executive
J. Walker Kirby, Jr. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
86 Maple Avenue
Morristown, NJ, 07960