Form D · Other Investment Fund

Caymus Excel Investment Partners LLC

Atlanta, GA · CIK 0001692123

Offering snapshot reported Apr 28, 2021 · SEC filing

Reported sold
$187K
Offering amount: $187K
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
Apr 28, 2021Initial$187,045No comparisonNot reportedSEC filing
Dec 13, 2016Initial$2,345,000No comparison27SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-397502

Source: Form D, filed Apr 28, 2021. 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

CAYMUS EXCEL INVESTMENT PARTNERS, LLC

Investment adviser: CAYMUS EQUITY PARTNERS, LLC

Gross asset value
$211
Beneficial owners
28
ADV minimum commitment
$5K

Reported in Form ADV on Mar 31, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian COASTAL STATES BANK ATLANTA, Georgia, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1944365 · Mar 31, 2025 · Schedule D 7.B.(1), fund 805-6819050149

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
Geoffrey Lewis Faux Director
John Oliver Maggard Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2727 Paces Ferry Road Se Suite 1 1650
Atlanta, GA, 30309