Form D · Hedge Fund

Convergence Equity Partners, LP

Mill Valley, CA · CIK 0001627476

Offering snapshot reported Feb 26, 2018 · SEC filing

Reported sold
$10.9M
Indefinite offering
Investors reported
67
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 1, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.47M$10.9MDec 12, 2014Dec 28, 2015: $1,867,846.00Dec 28, 2015Jan 13, 2017: $4,343,478.00Jan 13, 2017Feb 26, 2018: $10,947,248.00Feb 26, 2018

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$4,343,478 → $10,947,248
  • Reported investors25 → 67

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 26, 2018Amendment$10,947,248$6,603,770vs Jan 13, 201767SEC filing
Jan 13, 2017Amendment$4,343,478$2,475,632vs Dec 28, 201525SEC filing
Dec 28, 2015Amendment$1,867,846No comparison10SEC filing
Dec 12, 2014InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-230006
Limited Partnership Interests

Source: Form D, filed Feb 26, 2018. 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 Convergence Investment Management, Llc Executive
Charles F. Gray Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
80 Matilda Avenue
Mill Valley, CA, 94941