Form D · Other Investment Fund

Capital IP Opportunities Fund LP

Paradise Valley, AZ · CIK 0001969201

Offering snapshot reported Mar 28, 2025 · SEC filing

Reported sold: $71.6M
Investors reported: 26
Minimum accepted: $0
First sale: Mar 30, 2023

Fundraising history

Reported sold

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$68,000,000 → $71,550,000
Reported investors22 → 26

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 28, 2025	Amendment	$71,550,000	$3,550,000vs Mar 29, 2024	26	SEC filing
Mar 29, 2024	Amendment	$68,000,000	No comparison	22	SEC filing
Mar 28, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-477043

Source: Form D, filed Mar 28, 2025. 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

CAPITAL IP OPPORTUNITIES FUND LP

Investment adviser: CAPITAL IP INVESTMENT PARTNERS LP

Gross asset value: $78.3M
Beneficial owners: 26
ADV minimum commitment: $10K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP LOS ANGELES, California, United States

Custodian U.S. BANK NA SCOTTSDALE, Arizona, United States Related to adviser: No

Marketer ATHOS PARTNERS NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLP
PCAOB 185

U.S. BANK NA
LEI N1GZ7BBF3NP8GI976H15

Filing source

Form ADV 2082018 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-8771009353

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
. Capital Ip Investment Partners Gp Llc	Director
Aron Dantzig	Director
Riyad Shahjahan	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

7117 N 68 Th Place
Paradise Valley, AZ, 85253