Form D · Other Investment Fund
Carstensz Summit Fund, LP
Elkton, VA · CIK 0001893263
Offering snapshot reported May 28, 2026 · SEC filing
- Reported sold
- $30.8M Indefinite offering
- Investors reported
- 71 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Nov 15, 2021 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 28, 2026 | Amendment | $30,829,546 | $0vs Mar 30, 2026 | 71 | SEC filing |
| Mar 30, 2026 | Amendment | $30,829,546 | $1,508,495vs Mar 28, 2025 | 71 | SEC filing |
| Mar 28, 2025 | Amendment | $29,321,051 | $2,333,740vs Mar 29, 2024 | 84 | SEC filing |
| Mar 29, 2024 | Amendment | $26,987,311 | $3,683,388vs Apr 7, 2023 | 84 | SEC filing |
| Apr 7, 2023 | Amendment | $23,303,923 | $22,361,159vs Nov 22, 2021 | 63 | SEC filing |
| Nov 22, 2021 | Initial | $942,764 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-421973
Source: Form D, filed May 28, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| N/A N/A Carstensz Capital Partners, Llc | Executive, Promoter |
| N/A N/A Carstensz Summit Fund Gp, Llc | Executive, Promoter |
| Thomas D. Heffernan | Executive |
| Chris Pitaniello | Executive |
| Andrew Reamer | Executive |
| Carlos Reyes | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Elkton, VA, 22827