Form D · Other Investment Fund

HighGear Ventures Secondary I, LP

San Francisco, CA · CIK 0001710311

Offering snapshot reported Jun 27, 2018 · SEC filing

Reported sold
$6.38M
Offering amount: $100M
Investors reported
22
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 16, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.19M$6.38MJun 27, 2017: $6,377,552.00Jun 27, 2017Jun 27, 2018: $6,377,552.00Jun 27, 2018

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
Jun 27, 2018Amendment$6,377,552$0vs Jun 27, 201722SEC filing
Jun 27, 2017Initial$6,377,552No comparison22SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$50K
Form D file number
021-289506
The minimum investment amount of $250,000.00 can be waived by the General Partner, as has been waived in several cases.
No sales commissions have been paid to either of the broker-dealers referenced in Section 12.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Kalorama Capital, LLC104155Kalorama Capital, LLC · CRD 104155
Reliance Wordwide Investments LLC143546Reliance Wordwide Investments LLC · CRD 143546

Source: Form D, filed Jun 27, 2018. 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

HIGHGEAR VENTURES SECONDARY I, LP

Investment adviser: HIGHGEAR VENTURES MANAGEMENT, LLC

Gross asset value
$337K
Beneficial owners
21
ADV minimum commitment
$250K

Reported in Form ADV on Feb 23, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRANK, RIMERMAN & CO LLP SAN FRANCISCO, California, United States
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRANK, RIMERMAN & CO LLP
PCAOB 1596

Filing source

Form ADV 1830377 · Feb 23, 2024 · Schedule D 7.B.(1), fund 805-9862711525

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
N/A High Gear Ventures Management, Llc Promoter
N/A High Gear Ventures Secondary I Gp, Llc Director
Jim Jones Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
649 Mission Street, 5 Th Floor
San Francisco, CA, 94105