Form D · Other Investment Fund

CAPITALSOUTH PARTNERS FLORIDA SIDECAR FUND I, L.P.

Charlotte, NC · CIK 0001495928

Offering snapshot reported Jul 9, 2010 · SEC filing

Reported sold
$2.53M
Offering amount: $2.53M
Investors reported
2
Form D · investor count
Minimum accepted
$2.5M
Reported outside-investor minimum
First sale
Jul 2, 2010
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
Jul 9, 2010Initial$2,525,000No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-144628

Source: Form D, filed Jul 9, 2010. 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

CAPITALSOUTH PARTNERS FLORIDA SIDECAR FUND I LP

Investment adviser: CAPITALA INVESTMENT ADVISORS, LLC

Gross asset value
$1.8M
Beneficial owners
2
ADV minimum commitment
$2.5M

Reported in Form ADV on Nov 1, 2013. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DIXON HUGHES GOODMAN LLP HIGH POINT, North Carolina, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian PARK STERLING BANK CHARLOTTE, North Carolina, 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

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

Filing source

Form ADV 764426 · Nov 1, 2013 · Schedule D 7.B.(1), fund 805-9296338581

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
Joseph B. Alala, Iii Executive
Corporation Capitalsouth Executive
Fund I, Llc Csp Florida Mezzanine Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1011 E. Morehead St. Suite 150
Charlotte, NC, 28204