Form D · Hedge Fund

Dorfman Value Investments LLC

Newton Upper Falls, MA · CIK 0001956369

Offering snapshot reported May 15, 2026 · SEC filing

Reported sold
$2.3M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Apr 1, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.15M$2.3MJul 18, 2023: $2,300,000.00Jul 18, 2023May 15, 2026: $2,300,000.00May 15, 2026

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 15, 2026Amendment$2,300,000$0vs Jul 18, 20235SEC filing
Jul 18, 2023Initial$2,300,000No comparison5SEC filing

Offering details

Securities
Equity, Option to acquire, Pooled investment fund, Other
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-487271
HEDGE FUND LONG/SHORT EQUITY, HOLDS SOME PUT AND CALL OPTIONS

Source: Form D, filed May 15, 2026. 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
John Roger Dorfman Executive
Na Na Dorfman Value Investments Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
379 Elliot Street
Newton Upper Falls, MA, 02464