Form D · Other Investment Fund

CV QOZ Partners Series D, LP

New York, NY · CIK 0001857509

Offering snapshot reported Mar 8, 2022 · SEC filing

Reported sold
$498M
Indefinite offering
Investors reported
756
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 31, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$249M$498MApr 16, 2021: $7,917,000.00Apr 16, 2021Mar 8, 2022: $498,159,705.00Mar 8, 2022

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$7,917,000 → $498,159,705

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 8, 2022Amendment$498,159,705$490,242,705vs Apr 16, 2021756SEC filing
Apr 16, 2021Initial$7,917,000No comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$12.7M
Finders' fees
$0
Form D file number
021-396241
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
Ameriprise Financial Services, LLC6363
Hantz Financial Services, Inc.46047
Merrill Lynch, Pierce, Fenner & Smith Incorporated7697

Source: Form D, filed Mar 8, 2022. 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
Ralph J. Bedford Executive
Susan Boccardi Executive
Edward L. Carey Executive
David Confer Executive
Cv Qoz Partners Series D Gp, Llc Cv Qoz Partners Series D Gp, Llc Director
N/A Cv Qoz Partners Series D Gp, Llc Director
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