Form D · Private Equity Fund

CCSB1 Loadsmart LP

Santa Barbara, CA · CIK 0001743711

Offering snapshot reported Nov 6, 2020 · SEC filing

Reported sold: $3.07M
Investors reported: 31
Minimum accepted: $10K
First sale: Oct 30, 2020

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
Nov 6, 2020	Initial	$3,070,523	No comparison	31	SEC filing
Jul 7, 2020	Initial	$610,000	No comparison	6	SEC filing
Jun 11, 2019	Initial	$1,256,986	No comparison	8	SEC filing
Jun 18, 2018	Initial	$2,770,500	No comparison	4	SEC filing

Offering details

Securities: Equity, 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: 021-379994

Source: Form D, filed Nov 6, 2020. 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

CCSB1 LOADSMART LP

Investment adviser: CONNOR CAPITAL SB, LLC

Gross asset value: $17.3M
Beneficial owners: 41
ADV minimum commitment: $10K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES CORAL GABLES, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP MIAMI, Florida, United States

Custodian J.P. MORGAN SECURITIES 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: No

KPMG LLP
PCAOB 185

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Filing source

Form ADV 2080704 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-7450831342

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
John T. Connor	Executive
N/A Connor Capital Sb, Llc	Promoter
N/A Connor Capital Transportation Opportunities I Gp, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1236 Coast Village Circle Suite G
Santa Barbara, CA, 93108