Form D · Private Equity Fund

Countervailing Private Equity Fund, LP

Westfield, NJ · CIK 0001552408

Offering snapshot reported Jun 2, 2015 · SEC filing

Reported sold: $34.2M
Investors reported: 22
Minimum accepted: $1M
First sale: Dec 3, 2012

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 2, 2015	Initial	$34,201,000	No comparison	22	SEC filing
Jun 9, 2014	Initial	$29,701,000	No comparison	17	SEC filing
Dec 11, 2012	Initial	$26,400,000	No comparison	11	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-240935

Source: Form D, filed Jun 2, 2015. 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

COUNTERVAILING PRIVATE EQUITY FUND, LP

Investment adviser: SAGE ADVISORS, LLC

Gross asset value: $21M
Beneficial owners: 26
ADV minimum commitment: $1M

Reported in Form ADV on Sep 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ROCKIT SOLUTIONS, LLC STAMFORD, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FARKOUH, FURMAN & FACCIO LLP NEW YORK, New York, United States

Custodian J.P. MORGAN SECURITIES LLC 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

FARKOUH, FURMAN & FACCIO LLP
PCAOB 3630

J.P. MORGAN SECURITIES LLC
SEC 8-35008 · LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2133069 · Sep 21, 2026 · Schedule D 7.B.(1), fund 805-1063270216

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
Name	Reported role
Robert Davis	Director, Executive
Steven Giacona	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

319 Lenox Avenue
Westfield, NJ, 07090