Form D · Private Equity Fund

Carmel Partners Investment Fund VII, L.P.

San Francisco, CA · CIK 0001750100

Offering snapshot reported Aug 14, 2018 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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
Aug 14, 2018InitialYet 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
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-319217

Source: Form D, filed Aug 14, 2018. 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 VII, LP

Investment adviser: CARMEL MANAGEMENT III, LLC

Gross asset value
$1.6B
Beneficial owners
111
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

Fund administrator CBRE LOS ANGELES, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS SAN FRANCISCO, California, United States
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian PNC WEALTH MANAGEMENT LLC PITTSBURGH, Pennsylvania, 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

PRICEWATERHOUSECOOPERS
PCAOB 238

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

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

Filing source

Form ADV 2047190 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5323543341

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
Quinn Barton Executive
None Carmel Partners Gp Vii, Llc Promoter
Daniel Garibaldi Executive
Michael La Horgue Executive
Dennis Markus Executive
Ron Zeff Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Carmel Partners, Inc. 1000 Sansome Street, 1 St Floor
San Francisco, CA, 94111