Form D · Other Investment Fund

CASA Partners VII, LP

New York, NY · CIK 0001670801

Offering snapshot reported Apr 24, 2017 · SEC filing

Reported sold: $245M
Investors reported: 5
Minimum accepted: $0
First sale: Apr 11, 2016

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$225,000,000 → $245,375,000
Reported investors3 → 5

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 24, 2017	Amendment	$245,375,000	$20,375,000vs Apr 25, 2016	5	SEC filing
Apr 25, 2016	Initial	$225,000,000	No comparison	3	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.5, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-262003

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
N/A	None

Source: Form D, filed Apr 24, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
CASA PARTNERS V, L.P.	May 5, 2011	$30,000,000	1
CASA Partners VI, LP	Sep 23, 2013	$150,000,000	2
CASA Partners VII, LP (this fund)	Apr 24, 2017	$245,375,000	5
CASA Partners VIII, LP	Mar 27, 2018	$100,000,000	2
CASA Partners IX LP	Apr 15, 2022	$301,648,000	35

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
N/A Casa Partners Vii Gp, Llc	Executive
Brian Eby	Executive
James Martha	Executive
A.J. Richard	Executive
Mike Schwaab	Executive
Terry Senger	Executive
N/A Tiaa Cref Alternatives Advisors, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

730 Third Avenue
New York, NY, 10017