Form D · Hedge Fund

Catalysis Partners, LLC

Venice, CA · CIK 0001459219

Offering snapshot reported Aug 15, 2023 · SEC filing

Reported sold
$50.9M
Indefinite offering
Investors reported
113
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Oct 1, 2000
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$25.5M$50.9MAug 15, 2022: $50,921,716.00Aug 15, 2022Aug 15, 2023: $50,921,716.00Aug 15, 2023

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 15, 2023Amendment$50,921,716$0vs Aug 15, 2022113SEC filing
Aug 15, 2022Amendment$50,921,716No comparison113SEC filing
Aug 13, 2021Amendment$50,921,716No comparisonNot reportedSEC filing
Aug 13, 2020Amendment$50,821,716$50,374,918vs May 5, 2009112SEC filing
Aug 13, 2019Amendment$50,721,716$475,000vs Aug 10, 2018112SEC filing
Aug 10, 2018Amendment$50,246,716$49,799,918vs May 5, 2009111SEC filing
Aug 15, 2017Amendment$49,646,716$49,199,918vs May 5, 2009109SEC filing
Aug 16, 2016Amendment$49,646,716$0vs Aug 12, 2015109SEC filing
Aug 12, 2015Amendment$49,646,716$0vs Jul 8, 2015109SEC filing
Jul 8, 2015Amendment$49,646,716$4,167,000vs Mar 18, 2013109SEC filing
Mar 18, 2015Amendment$49,646,716$4,167,000vs Mar 18, 2013109SEC filing
Mar 18, 2014Amendment$49,146,716$3,667,000vs Mar 18, 2013108SEC filing
Mar 18, 2013Amendment$45,479,716$5,466,616vs Mar 19, 2012103SEC filing
Mar 19, 2012Amendment$40,013,100$39,566,302vs May 5, 200987SEC filing
Mar 16, 2011Amendment$34,933,203$34,486,405vs May 5, 200974SEC filing
Mar 16, 2010Amendment$31,333,203$851,127vs May 5, 200971SEC filing
May 5, 2009Initial$446,798No comparisonNot reportedSEC filing
May 5, 2009Amendment$30,482,076No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$323K (estimated)
Finders' fees
$0
Form D file number
021-455970

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
George Robert Pidgeon, Jr.2099579Triple A Partners, LLC · CRD 142790

Source: Form D, filed Aug 15, 2023. 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

CATALYSIS PARTNERS, LLC

Investment adviser: FRANCIS CAPITAL MANAGEMENT, LLC

Gross asset value
$43.6M
Beneficial owners
49
ADV minimum commitment
$500K

Reported in Form ADV on Sep 24, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PANOPTIC FUND ADMINISTRATION, LLC SANTA MONICA, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP LOS ANGELES, California, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 948440 · Sep 24, 2015 · Schedule D 7.B.(1), fund 805-9756136482

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
John P. Francis Executive
Francis Capital Management, Llc Executive
N/A Francis Capital Management, Llc Executive
N/A Francis Capital Managment, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
610 Main Street
Venice, CA, 90291