Form D · Private Equity Fund

Eastward Capital Partners IX, L.P.

West Newton, MA · CIK 0001865718

Offering snapshot reported Jun 17, 2022 · SEC filing

Reported sold
$92.6M
Offering amount: $150M
Investors reported
115
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 2, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$46.3M$92.6MJun 15, 2021: $75,070,000.00Jun 15, 2021Aug 27, 2021: $78,685,000.00Aug 27, 2021Nov 9, 2021: $81,445,000.00Nov 9, 2021Jan 7, 2022: $84,695,000.00Jun 17, 2022: $92,556,000.00Jun 17, 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$84,695,000 → $92,556,000
  • Reported investors91 → 115

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 17, 2022Amendment$92,556,000$7,861,000vs Jan 7, 2022115SEC filing
Jan 7, 2022Amendment$84,695,000$3,250,000vs Nov 9, 202191SEC filing
Nov 9, 2021Amendment$81,445,000$2,760,000vs Aug 27, 202185SEC filing
Aug 27, 2021Amendment$78,685,000$3,615,000vs Jun 15, 202169SEC filing
Jun 15, 2021Initial$75,070,000No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-403010

Source: Form D, filed Jun 17, 2022. 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

EASTWARD CAPITAL PARTNERS IX, LP

Investment adviser: EASTWARD CAPITAL PARTNERS, LLC

Gross asset value
$13.2M
Beneficial owners
119
ADV minimum commitment
$40K

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

Service providers

Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian ESHARES, INC. SAN FRANCISCO, California, United States Related to adviser: No
Marketer CALCAGNINI WEALTH MANAGEMENT, LLC BEVERLY HILLS, California, United States Related to adviser: No
Marketer FIRST DOMINION CAPITAL CORP. RICHMOND, Virginia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

RSM US LLP
PCAOB 49

CALCAGNINI WEALTH MANAGEMENT, LLC
CRD 293164 · SEC 801-112798

FIRST DOMINION CAPITAL CORP.
CRD 16330 · SEC 8-33719

Filing source

Form ADV 2087874 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8562262816

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
NameReported role
Dennis Cameron Director
Michael Dale Director
Edward Dresner Director
N/A Eastward Capital Partners Ix Gp, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Eastward Capital Partners Ix Gp, Llc 432 Cherry Street
West Newton, MA, 02465