Form D · Private Equity Fund

Focused Opportunity Fund, Ltd.

New York, NY · CIK 0001599485

Offering snapshot reported Feb 12, 2015 · SEC filing

Reported sold
$20M
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 1, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10M$20MFeb 13, 2014: $20,000,000.00Feb 13, 2014Feb 12, 2015: $20,000,000.00Feb 12, 2015

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
Feb 12, 2015Amendment$20,000,000$0vs Feb 13, 20142SEC filing
Feb 13, 2014Initial$20,000,000No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-211861
Series A Shares, Series L Shares

Source: Form D, filed Feb 12, 2015. 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

FOCUSED OPPORTUNITY FUND, LTD

Investment adviser: J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.

Gross asset value
$874K
Beneficial owners
2
ADV minimum commitment
$250K

Reported in Form ADV on Aug 25, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET FUND SERVICES (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS NEW YORK, New York, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Marketer J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS
PCAOB 238

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD 102920 · SEC 8-52182

Filing source

Form ADV 2009541 · Aug 25, 2025 · Schedule D 7.B.(1), fund 805-3285387107

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
John Anderson Director
Jonathan Herrick Director
N/A J.P. Morgan Alternative Asset Management, Inc. Promoter
Richard Ruffer Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
270 Park Avenue 25 Th Floor
New York, NY, 10017