Form D · Other Investment Fund

Credit Opportunities 2023, LP

Atlanta, GA · CIK 0001959478

Offering snapshot reported Jan 5, 2024 · SEC filing

Reported sold: $34.2M
Investors reported: 57
Minimum accepted: $10K
First sale: Mar 20, 2023

Fundraising history

Reported sold

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$28,325,000 → $34,160,000
Reported investors41 → 57

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 5, 2024	Amendment	$34,160,000	$5,835,000vs Nov 28, 2023	57	SEC filing
Nov 28, 2023	Amendment	$28,325,000	No comparison	41	SEC filing
Dec 29, 2022	Initial	Yet to sell	No comparison	0	SEC filing
Dec 29, 2022	Amendment	Yet to sell	No comparison	0	SEC filing
Dec 29, 2022	Amendment	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-469035

Source: Form D, filed Jan 5, 2024. 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

CREDIT OPPORTUNITIES 2023, LP

Investment adviser: BALENTINE LLC

Gross asset value: $41.1M
Beneficial owners: 65
ADV minimum commitment: $10K

Reported in Form ADV on Aug 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FAIRVIEW INVESTMENT ADMINISTRATION, LLC RALEIGH, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CITRIN COOPERMAN & COMPANY, LLP NEW YORK, New York, United States

Custodian PERSHING ADVISOR SOLUTIONS LLC 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

CITRIN COOPERMAN & COMPANY, LLP
PCAOB 2468

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Filing source

Form ADV 2127696 · Aug 25, 2026 · Schedule D 7.B.(1), fund 805-8563600986

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
N/A N/A Access Manager, Llc	Promoter
N/A N/A Balentine Llc	Promoter
Mark Bell	Executive, Promoter
Adrian Cronje	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3344 Peachtree Rd, Ne Suite 2200
Atlanta, GA, 30326