Form D · Other Investment Fund

CV OW Opportunity Zone Fund, LP

Los Angeles, CA · CIK 0001793113

Offering snapshot reported Dec 15, 2023 · SEC filing

Reported sold
$76.2M
Offering amount: $76.2M
Investors reported
72
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 25, 2019
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 15, 2023Initial$76,189,494No comparison72SEC filing
Nov 12, 2020Initial$23,354,494No comparison35SEC filing
Nov 12, 2019Initial$1,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$313M
Finders' fees
$0
Form D file number
021-499764
One half ($1,562,616) of the sales commission is being paid in installments and is not yet completely paid as the date of this filing.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
UBS Securities LLC7654UBS Securities LLC · CRD 7654

Source: Form D, filed Dec 15, 2023. 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
Sean Burton Executive
Tony Cardoza Executive
N/A Cv Ow Ozp Gp Member, Llc Executive
Cv Ow Ozp Gp Member, Llc Executive
Dana Cv Ow Ozp Gp Member, Llc Executive
Damian Gancman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1901 Avenue Of The Stars Suite 1950
Los Angeles, CA, 90067