Form D · Other Investment Fund

HVP Opportunities Fund, LP

Palm Beach, FL · CIK 0001878433

Offering snapshot reported Aug 5, 2026 · SEC filing

Reported sold
$4.57M
Indefinite offering
Investors reported
23
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 2, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.29M$4.57MAug 16, 2021: $830,000.00Aug 16, 2021Apr 12, 2024: $2,700,000.00Apr 12, 2024Apr 11, 2025: $3,233,325.00Apr 11, 2025May 11, 2026: $4,169,954.00Aug 5, 2026: $4,574,954.00Aug 5, 2026

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$4,169,954 → $4,574,954
  • Reported investors21 → 23

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 5, 2026Amendment$4,574,954$405,000vs May 11, 202623SEC filing
May 11, 2026Amendment$4,169,954$936,629vs Apr 11, 202521SEC filing
Apr 11, 2025Amendment$3,233,325$533,325vs Apr 12, 202416SEC filing
Apr 12, 2024Amendment$2,700,000$1,870,000vs Aug 16, 202114SEC filing
Aug 16, 2021Initial$830,000No comparisonNot reportedSEC filing
Aug 16, 2021Amendment$830,000No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-410103

Source: Form D, filed Aug 5, 2026. 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

HVP OPPORTUNITIES FUND, LP

Investment adviser: HUDSON VALUE PARTNERS, LLC

Gross asset value
$4.9M
Beneficial owners
17
ADV minimum commitment
$100K

Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CHERRY BEKAERT LLP DENVER, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, 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

CHERRY BEKAERT LLP
PCAOB 677

INTERACTIVE BROKERS LLC
SEC 8-47257

PERSHING LLC
SEC 8-17574

Filing source

Form ADV 2129835 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-4170130735

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
Christopher P Davis Executive
Paul W Davis Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2875 South Ocean Blvd Suite 200 26
Palm Beach, FL, 33480