Form D · Private Equity Fund

Emerald Financial Services Private Equity Fund I, LP.

Leola, PA · CIK 0001727835

Offering snapshot reported Dec 22, 2021 · SEC filing

Reported sold
$22M
Offering amount: $22M
Investors reported
15
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 12, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11M$22MOct 9, 2018Dec 16, 2019: $13,925,000.00Dec 16, 2019Dec 14, 2020: $21,975,000.00Dec 14, 2020Dec 22, 2021: $21,975,000.00Dec 22, 2021

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$13,925,000 → $21,975,000
  • Reported investors12 → 15

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 22, 2021Amendment$21,975,000$8,050,000vs Dec 16, 201915SEC filing
Dec 14, 2020Amendment$21,975,000$8,050,000vs Dec 16, 201915SEC filing
Dec 16, 2019Amendment$13,925,000No comparison12SEC filing
Oct 9, 2018InitialYet to sellNo comparison0SEC filing
Jan 11, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-323079

Source: Form D, filed Dec 22, 2021. 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

EMERALD FINANCIAL SERVICES PRIVATE EQUITY FUND 1

Investment adviser: EMERALD SEPARATE ACCOUNT MANAGEMENT LLC

Gross asset value
$22.5M
Beneficial owners
15
ADV minimum commitment
$1M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. SAN FRANCISCO, California, United States
Custodian ALTA TRUST LONE TREE, Colorado, United States Related to adviser: No
Marketer RTM ASSET MANAGEMENT, LLC CARNEGIE, Pennsylvania, 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

BDO USA, P.C.
PCAOB 243

RTM ASSET MANAGEMENT, LLC
CRD 143087 · SEC 801-67759

Filing source

Form ADV 2086672 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-4443868699

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
Joseph Besecker Director, Executive
N/A Emerald Financial Services Private Equity Partners Llc Executive
Richard Juliano Executive
Mitch Krahe Executive
James Meehan Executive
Daniel W. Moyer Executive
Scott Rehr Executive
Paul Ware Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3175 Oregon Pike
Leola, PA, 17540