Form D · Private Equity Fund

CB Equity Overage Fund XI, LP

Boston, MA · CIK 0002064189

Offering snapshot reported Jun 26, 2026 · SEC filing

Reported sold: $136M
Investors reported: 6
Minimum accepted: $0
First sale: Jun 30, 2025

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 6

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 26, 2026	Amendment	$136,381,250	No comparison	6	SEC filing
Jun 27, 2025	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: 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: 021-550206

Placement agent fees will be paid pursuant to a fee schedule based upon sales of interests to certain investors, and are disclosed in the Issuer's confidential offering materials.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Jefferies LLC	2347
GrovePeak S.A.S.	None

Source: Form D, filed Jun 26, 2026. 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

CB EQUITY OVERAGE FUND XI, LP

Investment adviser: CHARLESBANK CAPITAL PARTNERS, LLC

Gross asset value: $78.5M
Beneficial owners: 4
ADV minimum commitment: $5M

Reported in Form ADV on Aug 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANK OF AMERICA BOSTON, Massachusetts, United States Related to adviser: No

Marketer GROVEPEAK S.A.S BOGOTA, Colombia Related to adviser: No

Marketer JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2126745 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-1682119169

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
Name	Reported role
N/A N/A Cb Equity Fund Xi Gp, Llc	Promoter
N/A N/A Cb Equity Fund Xi Gp, Lp	Promoter
N/A N/A Charlesbank Capital Partners, Llc	Promoter
Kevin Whelan	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

200 Clarendon Street, 54 Th Floor
Boston, MA, 02116