Form D · Private Equity Fund

Carmel Partners Investment Fund IX, L.P.

San Francisco, CA · CIK 0002020183

Offering snapshot reported Apr 28, 2025 · SEC filing

Reported sold
$692M
Indefinite offering
Investors reported
44
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 30, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 44

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 28, 2025Amendment$691,817,500No comparison44SEC filing
Apr 26, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$2M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-511694
Total commitment (inclusive of GP commitment) is $709,112,938.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
NoneNonePJT Partners LP · CRD 171058

Source: Form D, filed Apr 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

CARMEL PARTNERS INVESTMENT FUND IX, L.P.

Investment adviser: CARMEL MANAGEMENT III, LLC

Gross asset value
$1.12B
Beneficial owners
56
ADV minimum commitment
$5M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS SAN FRANCISCO, California, United States
Custodian PNC WEALTH MANAGEMENT LLC PITTSBURGH, Pennsylvania, United States Related to adviser: No
Marketer NH INVESTMENT & SECURITIES CO LTD SEOUL, Korea, South Related to adviser: No
Marketer PJT PARTNERS LP 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
No
External marketing
Yes

PRICEWATERHOUSECOOPERS
PCAOB 238

PNC WEALTH MANAGEMENT LLC
SEC 8-66195 · LEI 25-1435979

PJT PARTNERS LP
CRD 171058 · SEC 8-69442

Filing source

Form ADV 2047190 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1781450544

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
Carmel Partners Gp Ix, Llc Promoter
Bryan Crane Executive
Daniel Garibaldi Executive
Matthew Golden Executive
Phil Owens Executive
Liz Tennican Executive
Ron Zeff Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Carmel Partners Group, Llc 1000 Sansome Street, 1 St Floor
San Francisco, CA, 94111