Form D · Private Equity Fund
CB Offshore Equity Fund IX, Limited Partnership
Boston, MA · CIK 0001718450
Offering snapshot reported Oct 23, 2017 · SEC filing
- Reported sold
- $536M Offering amount: $536M
- Investors reported
- 60 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 6, 2017 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 23, 2017 | Initial | $536,360,000 | No comparison | 60 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-297208
Source: Form D, filed Oct 23, 2017. 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 OFFSHORE EQUITY FUND IX, LIMITED PARTNERSHIP
Investment adviser: CHARLESBANK CAPITAL PARTNERS, LLC
- Gross asset value
- $662M
- Beneficial owners
- 60
- 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
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
Filing source
Form ADV 2126745 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-8697045631
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.
| Name | Reported role |
|---|---|
| General Partner Of The General Partner Charlesbank Capital Partners, Llc | Promoter |
| General Partner Charlesbank Equity Fund Ix Gp, Limited Partnership | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02116