Form D · Other Investment Fund

CV QOZ Partners B-1, LP

New York, NY · CIK 0001797662

Offering snapshot reported Dec 27, 2019 · SEC filing

Reported sold
$21.1M
Indefinite offering
Investors reported
75
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 17, 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 27, 2019Initial$21,104,036No comparison75SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$314K (estimated)
Finders' fees
$0
Form D file number
021-356510
In Item 11, the general partner may, at its discretion, accept subscriptions of lesser amounts.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CITI PRIVATE ADVISORY, LLC153777
CITIGROUP GLOBAL MARKETS INC.7059
CAIS CAPITAL LLC154512

Source: Form D, filed Dec 27, 2019. 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

CV QOZ PARTNERS B, LP

Investment adviser: CLARION PARTNERS, LLC

Gross asset value
$195M
Beneficial owners
75
ADV minimum commitment
$250K

Reported in Form ADV on Feb 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE BANK OF NEW YORK NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS, LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON 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

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Filing source

Form ADV 2060040 · Feb 27, 2026 · Schedule D 7.B.(1), fund 805-4353845570

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
Ralph J. Belford Executive
Edward L. Carey Executive
Cv Qoz Partners B 1 Gp, Llc Cv Qoz Partners B 1 Gp, Llc Director
Stephen J. Furnary Executive
David Gilbert Executive
Hugh Macdonnell Executive
Craig Tagen Executive
Patrick J. Tully, Jr. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
230 Park Avenue 12 Th Floor
New York, NY, 10169