Form D · Other Investment Fund

Diablo Investment Fund, L.P.

Palo Alto, CA · CIK 0002027579

Offering snapshot reported Jul 2, 2024 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 2, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $609K (estimated)
Finders' fees: $0
Form D file number: 021-517648

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
Lazard Fr?res & Co. LLC	2528
Jefferies LLC	2347

Source: Form D, filed Jul 2, 2024. 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

DIABLO INVESTMENT FUND, L.P.

Investment adviser: ALTAMONT CAPITAL MANAGEMENT, L.P.

Gross asset value: $552M
Beneficial owners: 33
ADV minimum commitment: $25K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STRATA FUND SOLUTIONS LLC (AN ALTER DOMUS COMPANY) SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States

Custodian CITIZENS FINANCIAL GROUP INC. PROVIDENCE, Rhode Island, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 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

CITIZENS FINANCIAL GROUP INC.
LEI 2138004JDDA4ZQUPFW65

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Filing source

Form ADV 2077374 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4526999120

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
Name	Reported role
Randall Eason	Executive
Jesse Rogers	Executive
Keoni Schwartz	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

400 Hamilton Avenue Suite 230
Palo Alto, CA, 94301