Form D · Other Investment Fund
Hollyport Secondary Opportunities IX Private Investors, LLC
New York, NY · CIK 0002044747
Offering snapshot reported Dec 23, 2024 · SEC filing
- Reported sold
- $262M Indefinite offering
- Investors reported
- 274 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Dec 9, 2024 As reported in this filing
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 |
|---|---|---|---|---|---|
| Dec 23, 2024 | Initial | $261,920,000 | No comparison | 274 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.97M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-533023
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None | J.P. Morgan Securities LLC ("JPMS") · CRD 79 |
Source: Form D, filed Dec 23, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| N/A J.P. Morgan Private Investments Inc. | Executive, Promoter |
| James Kattan | Executive |
| Kevin Phillip | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
390 Madison Avenue 32nd Floor
New York, NY, 10017
New York, NY, 10017