Form D · Other Investment Fund

Canyon OZF Union L.P.

Dallas, TX · CIK 0001904056

Offering snapshot reported Jan 13, 2022 · SEC filing

Reported sold: $18.9M
Investors reported: 30
Minimum accepted: $26.5K
First sale: Dec 30, 2021

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
Jan 13, 2022	Initial	$18,853,245	No comparison	30	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: 021-429253

Source: Form D, filed Jan 13, 2022. 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

CANYON OZF UNION L.P.

Investment adviser: CANYON PARTNERS REAL ESTATE LLC

Gross asset value: $29.3M
Beneficial owners: 35
ADV minimum commitment: $100K

Reported in Form ADV on Mar 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ENRST & YOUNG LLP LOS ANGELES, California, United States

Custodian CITY NATIONAL BANK LOS ANGELES, California, 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

ENRST & YOUNG LLP
PCAOB 42

Filing source

Form ADV 2086112 · Mar 28, 2026 · Schedule D 7.B.(1), fund 805-9566967630

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
N/A Canyon Ozf Union Gp Co. Llc	Promoter
N/A Canyon Partners, Llc	Executive
N/A Canyon Partners Real Estate Llc	Executive
Joshua S. Friedman	Executive
Mitchell R. Julis	Executive
Jonathan M. Kaplan	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2728 North Harwood Street, 2nd Floor
Dallas, TX, 75201