Form D · Private Equity Fund
CSP Vision Partners, LLC
Walnut Creek, CA · CIK 0001946906
Offering snapshot reported Oct 3, 2022 · SEC filing
- Reported sold
- $3M Offering amount: $3M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 20, 2022 As reported in this filing
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 |
|---|---|---|---|---|---|
| Oct 3, 2022 | Initial | $3,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-460467
Source: Form D, filed Oct 3, 2022. Minimum accepted may differ from a standard advertised minimum.
Fund connections
Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.
Matched by reported Form D file number
CSP VISION PARTNERS, LLC
Investment adviser: SPANOS BARBER JESSE & CO., LLC
- Gross asset value
- $5.37M
- Beneficial owners
- 3
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 27, 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
COHNREZNICK LLP
PCAOB 596
Fund asset history · 2 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2024 | $1,845,044 | 3 | Mar 31, 2025 |
| 2025 | $5,374,093 | 3 | Mar 27, 2026 |
Filing source
Form ADV 2064952 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-6162598319
Reported by SPANOS BARBER JESSE & CO., LLC (CRD 293841).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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 |
|---|---|
| Thomas D. Barber | Director |
| Matthew Cole | Director |
| H. William Jesse, Jr. | Director |
| Benjamin Landis | Director |
| Sbj Co Invest Gp, Llc | Director |
| Gus B. Spanos | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Walnut Creek, CA, 94596
Phone: 415-848-1990