Form D · Other Investment Fund
Concurrent Private Markets Opportunities Fund, LLC
Indianapolis, IN · CIK 0002026493
Offering snapshot reported May 15, 2026 · SEC filing
- Reported sold
- $67.4M Indefinite offering
- Investors reported
- 135 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Sep 20, 2024 As reported in this filing
Fundraising history
Reported soldDates 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$32,580,000 → $67,430,000
- Reported investors45 → 135
- Minimum accepted$100,000 → $50,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 15, 2026 | Amendment | $67,430,000 | $34,850,000vs Nov 12, 2025 | 135 | SEC filing |
| Nov 12, 2025 | Amendment | $32,580,000 | No comparison | 45 | SEC filing |
| Sep 24, 2024 | Initial | $4,805,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-524858
Source: Form D, filed May 15, 2026. 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
CONCURRENT PRIVATE MARKETS OPPORTUNITIES FUND, LLC
Investment adviser: CONCURRENT ASSET MANAGEMENT, LLC
- Gross asset value
- $35M
- Beneficial owners
- 47
- ADV minimum commitment
- $250K
Reported in Form ADV on Jul 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KATZ SAPPER MILLER
PCAOB 2804
CIBC BANK USA
LEI B4TYDEB6GKMZO031MB27
Filing source
Form ADV 2121669 · Jul 23, 2026 · Schedule D 7.B.(1), fund 805-7719955319
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.
| Name | Reported role |
|---|---|
| Jason C Brown | Director, Executive, Promoter |
| Molly C Herendeen | Executive |
| Anya M Janeway | Executive |
| Eric G Knauss | Director, Executive, Promoter |
| Ryan M Laughon | Director, Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Indianapolis, IN, 46240