Form D · Other Investment Fund

Civitas Aspen Fund, LP

Dallas, TX · CIK 0001966044

Offering snapshot reported Jul 2, 2025 · SEC filing

Reported sold
$18.8M
Offering amount: $50.8M
Investors reported
24
Form D · investor count
Minimum accepted
$800K
Reported outside-investor minimum
First sale
Jun 20, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.4M$18.8MJul 12, 2023: $2,400,000.00Jul 12, 2023Oct 4, 2023: $4,400,000.00Nov 9, 2023: $6,800,000.00Nov 28, 2023: $10,000,000.00Jan 18, 2024: $11,600,000.00Jan 17, 2025: $11,600,000.00Jul 2, 2025: $18,800,000.00Jul 2, 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 sold$11,600,000 → $18,800,000
  • Reported investors15 → 24

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 2, 2025Amendment$18,800,000$7,200,000vs Jan 17, 202524SEC filing
Jan 17, 2025Amendment$11,600,000$0vs Jan 18, 202415SEC filing
Jan 18, 2024Amendment$11,600,000$1,600,000vs Nov 28, 202315SEC filing
Nov 28, 2023Amendment$10,000,000$3,200,000vs Nov 9, 202313SEC filing
Nov 9, 2023Amendment$6,800,000$2,400,000vs Oct 4, 202311SEC filing
Oct 4, 2023Amendment$4,400,000$2,000,000vs Jul 12, 20236SEC filing
Jul 12, 2023Initial$2,400,000No comparison3SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$815K (estimated)
Form D file number
021-486670

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Dalmore Group LLC136352
Goldi ChawlaNone
Pan-America Business Consulting LtdNone
Stand Great International Investment LtdNone
Kosdromos Consulting Ltd.None

Source: Form D, filed Jul 2, 2025. 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
N/A Ccm Ii General Partner, Llc Promoter
N/A Civitas Alternative Investments Ii, Llc Promoter
N/A Civitas Aspen Fund Gp, Lp Promoter
Daniel Healy Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1722 Routh Street, Suite 800
Dallas, TX, 75201