Form D · Other Investment Fund
DeBartolo Opportunity Fund I, LP
Tampa, FL · CIK 0001491440
Offering snapshot reported Nov 29, 2010 · SEC filing
- Reported sold
- $21.6M Offering amount: $40M
- Investors reported
- 300 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jun 30, 2010 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 300
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 29, 2010 | Amendment | $21,637,500 | No comparison | 300 | SEC filing |
| Jun 7, 2010 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.65M
- Finders' fees
- $0
- Form D file number
- 021-143026
Effective November 23, 2010, the maximum offering amount was increased from $25,000,000 to $40,000,000.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Dewaay Financial Network, LLC | 30767 | |
| Anderson & Strudwick, Incorporated | 48 | |
| Moody Capital Solutions, Inc. | 15989 | |
| International Assets Advisory, LLC | 10645 | |
| Pariter Securities, LLC | 127836 |
Source: Form D, filed Nov 29, 2010. 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.
| Name | Reported role |
|---|---|
| Jay Adams | Executive |
| Michael Barna | Executive |
| This Is An Llc De Bartolo Development, Llc | Promoter |
| This Is An Llc De Bartolo Opportunity Fund I Advisor, Llc | Director |
| General Partner De Bartolo Opportunity Fund I Gp, Llc | Promoter |
| This Is A Partnership De Bartolo Opportunity Fund I, Gp, Llc | Director |
| Lp De Bartolo Opportunity Fund I, Lp | Director |
| Holly Garcia | Executive |
| Edward M Kobel | Executive |
| Michael Larsen | Executive |
| Erin Nellis | Executive |
| Michael Weems | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
4401 W. Kennedy Boulevard 3 Rd Floor
Tampa, FL, 33609
Tampa, FL, 33609