Form D · Other Investment Fund

EJF OpZone Fund I LP

Arlington, VA · CIK 0001751072

Offering snapshot reported May 6, 2022 · SEC filing

Reported sold
$254M
Indefinite offering
Investors reported
322
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 24, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$127M$254MMay 7, 2021: $253,971,631.00May 7, 2021May 6, 2022: $253,971,631.00May 6, 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 6, 2022Amendment$253,971,631$0vs May 7, 2021322SEC filing
May 7, 2021Amendment$253,971,631No comparisonNot reportedSEC filing
Feb 3, 2021Amendment$253,971,631$49,602,999vs Nov 5, 2020322SEC filing
Nov 5, 2020Amendment$204,368,632$9,503,305vs May 19, 2020278SEC filing
May 19, 2020Amendment$194,865,327$26,035,001vs Feb 13, 2020257SEC filing
Feb 13, 2020Amendment$168,830,326$45,936,930vs Nov 19, 2019254SEC filing
Nov 19, 2019Amendment$122,893,396$22,268,450vs Sep 5, 2019168SEC filing
Sep 5, 2019Amendment$100,624,946$24,923,445vs Jun 18, 2019137SEC filing
Jun 18, 2019Amendment$75,701,501$65,351,501vs Sep 20, 201896SEC filing
Sep 20, 2018Amendment$10,350,000No comparison16SEC filing
Aug 23, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1.09M
Finders' fees
$0
Form D file number
021-319938

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Oppenheimer & Co. Inc.249
Stonehaven, LLC118913
Frontier Solutions, LLC136102
Capulent LLC155155
iCapital Securities LLC171061

Source: Form D, filed May 6, 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

EJF OPZONE FUND I LP

Investment adviser: EJF CAPITAL LP

Gross asset value
$340M
Beneficial owners
323
ADV minimum commitment
$100K

Reported in Form ADV on Sep 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator J.P. MORGAN CHASE BANK NA NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITI PRIVATE BANK WASHINGTON, District of Columbia, United States Related to adviser: No
Custodian SYNOVUS BANK COLUMBUS, Georgia, United States Related to adviser: No
Marketer CAPULENT LLC PHOENIX, Arizona, United States Related to adviser: No
Marketer FRONTIER SECURITIES RICHMOND, Virginia, United States Related to adviser: No
Marketer INVICTA CAPITAL LLC OAKMONT, Pennsylvania, United States Related to adviser: No
Marketer OPPENHEIMER & CO. INC. NEW YORK, New York, United States Related to adviser: No
Marketer STONEHAVEN, LLC 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
Yes

ERNST & YOUNG LLP
PCAOB 42

SYNOVUS BANK
LEI 549300EIUS8UN5JTLE54

CAPULENT LLC
CRD 155155 · SEC 8-68699

FRONTIER SECURITIES
CRD 136102 · SEC 8-66972

INVICTA CAPITAL LLC
CRD 288101 · SEC 8-69923

OPPENHEIMER & CO. INC.
CRD 249 · SEC 801-887

STONEHAVEN, LLC
CRD 118913 · SEC 8-53699

Filing source

Form ADV 2107056 · Sep 4, 2026 · Schedule D 7.B.(1), fund 805-4739741888

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
Emanuel J. Friedman Executive
Neal J. Wilson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2107 Wilson Boulevard Suite 410
Arlington, VA, 22201