Form D · Private Equity Fund

Closed Loop Leadership Fund, LP

New York, NY · CIK 0001766831

Offering snapshot reported Nov 29, 2021 · SEC filing

Reported sold: $114M
Investors reported: 28
Minimum accepted: $1
First sale: Oct 1, 2019

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 28

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 29, 2021	Amendment	$113,600,000	No comparison	28	SEC filing
Sep 27, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $300K
Form D file number: 021-349835

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Nolan Securities Corp.	27984
XS Investments	None

Source: Form D, filed Nov 29, 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

CLOSED LOOP LEADERSHIP FUND, LP

Investment adviser: CLOSED LOOP PARTNERS, LLC

Gross asset value: $78.3M
Beneficial owners: 49
ADV minimum commitment: $1M

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

Service providers

Fund administrator SUNTERA HOLDINGS US, INC SHORT HILLS, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNIK LLP NEW YORK, New York, United States

Custodian COMERICA BANK SAN JOSE, California, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian TD BANK 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

COHNREZNIK LLP
PCAOB 596

Filing source

Form ADV 2106055 · May 26, 2026 · Schedule D 7.B.(1), fund 805-7520923540

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Closed Loop Leadership Fund, LP (this fund)	Nov 29, 2021	$113,600,000	28
Closed Loop Leadership Fund II, LP	Feb 11, 2026	Yet to sell	0

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 Cllf General Partner, Llc	Executive
N/A Closed Loop Partners, Llc	Executive
Ron Gonen	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Closed Loop Partners, Llc 888 7 Th Avenue, 10 Th Fl
New York, NY, 10106