Form D · Private Equity Fund
CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Advent International GPE IX
Boston, MA · CIK 0001771670
Offering snapshot reported Apr 26, 2019 · SEC filing
- Reported sold
- $55M Offering amount: $55M
- Investors reported
- 11 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 25, 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 26, 2019 | Initial | $55,000,000 | No comparison | 11 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-338234
Source: Form D, filed Apr 26, 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
CA RESOURCES FUND (U.S. TAX-EXEMPT), L.P. - SERIES ADVENT INTERNATIONAL GPE IX
Investment adviser: CAMBRIDGE ASSOCIATES, LLC
- Gross asset value
- $74.2M
- Beneficial owners
- 10
- ADV minimum commitment
- $500K
Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
STATE STREET GLOBAL MARKETS, LLC
SEC 8-69862
Filing source
Form ADV 2100733 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-8464261758
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.
| Name | Reported role |
|---|---|
| James Bailey | Executive |
| N/A Cambridge Associates, Llc | Executive |
| N/A Cambridge Associates Resources, Llc | Executive |
| David Druley | Executive |
| Sean Hanna | Executive |
| Noel O'neill | Executive |
| Susan Sieker | Executive |
| Philip Walton | Executive |
| Scott Zoltowski | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02110