Form D · Private Equity Fund

CD&R Advisor Fund XII, L.P.

New York, NY · CIK 0001958532

Offering snapshot reported Jul 3, 2025 · SEC filing

Reported sold
$196M
Indefinite offering
Investors reported
54
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 7, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$97.8M$196MJul 6, 2023Jul 5, 2024: $180,300,000.00Jul 5, 2024Jul 3, 2025: $195,500,000.00Jul 3, 2025

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.

  • Reported investors0 → 54

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 3, 2025Amendment$195,500,000No comparison54SEC filing
Jul 5, 2024Amendment$180,300,000No comparison46SEC filing
Jul 6, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-486044
The Issuer is an employee co-investment fund that invests alongside Clayton, Dubilier & Rice Fund XII, L.P. ("Fund XII"). The Total Amount Sold by Fund XII and its affiliated funds to limited partners was $23.55 billion at the time of final closing.

Source: Form D, filed Jul 3, 2025. 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

CD&R ADVISOR FUND XII, L.P.

Investment adviser: CLAYTON, DUBILIER & RICE, LLC

Gross asset value
$289M
Beneficial owners
48
ADV minimum commitment
$0

Reported in Form ADV on Apr 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor EISNERAMPER LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian NATIXIS 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
No
External marketing
No

EISNERAMPER LLP
PCAOB 274

Filing source

Form ADV 2094357 · Apr 16, 2026 · Schedule D 7.B.(1), fund 805-9835425365

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
None Cd&R Associates Xii, L.P. Promoter
None Cd&R Investment Associates Xii, Ltd. Promoter
Donald J. Gogel Executive
Jillian C. Griffiths Executive
David A. Novak Executive
Richard J. Schnall Executive
Rima Simson Executive
Nathan K. Sleeper Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
550 Madison Avenue
New York, NY, 10022