Form D · Private Equity Fund

CIM Opportunity Zone Fund, L.P.

Los Angeles, CA · CIK 0001765107

Offering snapshot reported Mar 17, 2026 · SEC filing

Reported sold
$2.22B
Indefinite offering
Investors reported
3,231
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 21, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.11B$2.22BSep 13, 2021: $438,825,442.00Sep 13, 2021Mar 15, 2022: $1,078,740,158.00Mar 15, 2023: $1,628,289,758.00Mar 15, 2023Mar 15, 2024: $1,955,276,522.00Mar 15, 2024Mar 17, 2025: $2,100,039,327.00Mar 17, 2025Mar 17, 2026: $2,218,948,230.00Mar 17, 2026

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 sold$2,100,039,327 → $2,218,948,230
  • Reported investors3,228 → 3,231

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 17, 2026Amendment$2,218,948,230$118,908,903vs Mar 17, 20253,231SEC filing
Mar 17, 2025Amendment$2,100,039,327$144,762,805vs Mar 15, 20243,228SEC filing
Mar 15, 2024Amendment$1,955,276,522$326,986,764vs Mar 15, 20232,953SEC filing
Mar 15, 2023Amendment$1,628,289,758$549,549,600vs Mar 15, 20222,524SEC filing
Mar 15, 2022Amendment$1,078,740,158$639,914,716vs Sep 13, 20211,716SEC filing
Sep 13, 2021Amendment$438,825,442No comparisonNot reportedSEC filing
Dec 31, 2020Amendment$303,595,526$77,719,172vs Dec 31, 2019419SEC filing
Dec 31, 2019Amendment$225,876,354No comparison325SEC filing
Jan 18, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$30M (estimated)
Finders' fees
$0
Form D file number
021-330940
Sales Commissions represents the total sales commissions paid or to be paid to the entities listed in item 12 above over time as a result of the sales or anticipated sales of interests in the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CAIS Capital LLC000154512
RBC Wealth Management000031194
Morgan Stanley Smith Barney LLC000149777
BD4RIA, Inc.000290240
Integrity Alliance, LLC000139627
Garden State Securities, Inc.000010083
Arkadios Capital000282710
Harbor Investments Advisory, LLC000151085
Steward Partners Investment Solutions, LLC000001254
World Investments, LLC000020626
Wells Fargo Advisors Financial Network, LLC000011025
Wells Fargo Clearing Services, LLC000019616

Source: Form D, filed Mar 17, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Bethany Chang Executive
Cim Group, Llc Promoter
Cim Opportunity Zone Fund Gp, Llc Promoter
Jordan Dembo Executive
Charles E. Gamer Ii Executive
Charles E. Garner Ii Executive
Shaul Kuba Executive
Nicholas V. Morosoff Executive
Steven Puodziunas Executive
Richard S. Ressler Executive
Avraham Shemesh Executive
David Thompson Executive
Terry Wachsner Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4700 Wilshire Blvd
Los Angeles, CA, 90010