Form D · Private Equity Fund

Circularis Capital Partners, L.P.

The Woodlands, TX · CIK 0002024692

Offering snapshot reported May 28, 2024 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 28, 2024	Initial	Yet to sell	No comparison	0	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 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-514371

Source: Form D, filed May 28, 2024. 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

CIRCULARIS CAPITAL PARTNERS, L.P.

Investment adviser: CIRCULARIS PARTNERS LP

Gross asset value: $110M
Beneficial owners: 8
ADV minimum commitment: $0

Reported in Form ADV on Feb 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator RELIANT FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WHITLEY PENN LLP FORT WORTH, Texas, United States

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 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

WHITLEY PENN LLP
PCAOB 726

Filing source

Form ADV 2041606 · Feb 26, 2026 · Schedule D 7.B.(1), fund 805-4807207677

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
N/A Circularis Capital Partners Gen Par, L.P.	Promoter
N/A Circularis Fund Gp, Llc	Promoter
Mario Portela	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

15 English Heather Place
The Woodlands, TX, 77382