Form D · Other

CG Investment Partners, LP

Raleigh, NC · CIK 0001863103

Offering snapshot reported May 20, 2021 · SEC filing

Reported sold
$2.9M
Offering amount: $3.25M
Investors reported
4
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 4, 2021
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
May 20, 2021Initial$2,900,000No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-399966

Source: Form D, filed May 20, 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

CG INVESTMENT PARTNERS, LP

Investment adviser: SOVEREIGN'S CAPITAL MANAGEMENT, LLC

Gross asset value
$1.09M
Beneficial owners
17
ADV minimum commitment
$0

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES (CANADA) LTD. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRASSI & CO., CPAS, P.C. NEW YORK, New York, United States
Custodian BANC OF CALIFORNIA DURHAM, North Carolina, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. 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

GRASSI & CO., CPAS, P.C.
PCAOB 606

BANC OF CALIFORNIA
LEI 549300A7DTSCJLJ33451

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2073966 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-2322340432

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
Michael Tremain Director, Executive

Issuer details

Industry: Other (See others in industry)

Address:
310 S. West St., Ste. 100
Raleigh, NC, 27603