Form D · Other Investment Fund

Cota Capital Institutional Partners, L.P.

San Francisco, CA · CIK 0001665350

Offering snapshot reported Feb 12, 2021 · SEC filing

Reported sold
$125M
Indefinite offering
Investors reported
111
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 31, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$62.7M$125MJan 29, 2016: $44,111,161.00Jan 29, 2016Feb 9, 2016: $44,111,161.00Feb 8, 2017: $70,061,161.00Feb 9, 2018: $85,577,141.00Feb 11, 2019: $101,240,475.00Feb 10, 2020: $125,327,976.00Feb 12, 2021: $125,327,976.00Feb 12, 2021

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 investors127 → 111

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 12, 2021Amendment$125,327,976$0vs Feb 10, 2020111SEC filing
Feb 10, 2020Amendment$125,327,976$24,087,501vs Feb 11, 2019127SEC filing
Feb 11, 2019Amendment$101,240,475$15,663,334vs Feb 9, 2018117SEC filing
Feb 9, 2018Amendment$85,577,141$15,515,980vs Feb 8, 2017105SEC filing
Feb 8, 2017Amendment$70,061,161$25,950,000vs Feb 9, 201694SEC filing
Feb 9, 2016Amendment$44,111,161$0vs Jan 29, 201658SEC filing
Jan 29, 2016Initial$44,111,161No comparison58SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-256312
Limited Partner Interests

Source: Form D, filed Feb 12, 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

COTA CAPITAL INSTITUTIONAL PARTNERS, L.P.

Investment adviser: COTA CAPITAL MANAGEMENT, LLC

Gross asset value
$304M
Beneficial owners
110
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNER AMPER LLP SAN FRANCISCO, California, United States
Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, 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

EISNER AMPER LLP
PCAOB 274

Filing source

Form ADV 2081673 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4600563085

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
NameReported role
Albert Azout Executive
N/A Cota Capital Gp, Llc Executive
Ullas Naik Director, Executive
Babak Poushanchi Executive
Peter E. Williams Executive
Babak Yazdani Director, Executive
Bobby Yazdani Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
455 Market Street, Suite 1850
San Francisco, CA, 94105