Form D · Other Investment Fund

EJF Specialty Finance Opportunities Fund, LP

Arlington, VA · CIK 0001583940

Offering snapshot reported Mar 17, 2014 · SEC filing

Reported sold: $152M
Investors reported: 58
Minimum accepted: $0
First sale: Aug 1, 2013

Fundraising history

Reported sold

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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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 17, 2014	Amendment	$152,129,549	$0vs Aug 14, 2013	58	SEC filing
Aug 14, 2013	Initial	$152,129,549	No comparison	58	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-201301

Source: Form D, filed Mar 17, 2014. 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 SPECIALTY FINANCE OPPORTUNITIES FUND, LP

Investment adviser: EJF CAPITAL LP

Gross asset value: $8.87M
Beneficial owners: 58
ADV minimum commitment: $1M

Reported in Form ADV on Feb 22, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator J.P. MORGAN HEDGE FUND SERVICES BROOKLYN, 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 CITIBANK NEW YORK, New York, United States Related to adviser: No

Marketer BLUE SAND SECURITIES LLC GEORGETOWN, Texas, 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

BLUE SAND SECURITIES LLC
CRD 142976 · SEC 8-67514

Filing source

Form ADV 1607536 · Feb 22, 2022 · Schedule D 7.B.(1), fund 805-7762675624

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
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