Form D · Other Investment Fund

CV QOZ Partners Series E, LP

New York, NY · CIK 0001959936

Offering snapshot reported Dec 30, 2022 · SEC filing

Reported sold
$235M
Indefinite offering
Investors reported
328
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 31, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 30, 2022Initial$235,387,107No comparison328SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$2.38M
Finders' fees
$0
Form D file number
021-469247
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
Ameriprise Financial Services, LLC6363
American Enterprise Investment Services, Inc.26506

Source: Form D, filed Dec 30, 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 Belford Executive
Edward L. Carey Executive
N/A Cv Qoz Partners Series E Gp, Llc Director
Stephen J Furnary 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