Form D · Other Investment Fund

Innovatus Lower Middle Market Value Fund I, LP

New York, NY · CIK 0001906631

Offering snapshot reported Mar 21, 2025 · SEC filing

Reported sold
$47.2M
Indefinite offering
Investors reported
25
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Jun 1, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$23.6M$47.2MMar 24, 2023: $47,175,231.00Mar 24, 2023Mar 22, 2024: $47,175,231.00Mar 22, 2024Mar 21, 2025: $47,175,231.00Mar 21, 2025

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
Mar 21, 2025Amendment$47,175,231$0vs Mar 22, 202425SEC filing
Mar 22, 2024Amendment$47,175,231$0vs Mar 24, 202325SEC filing
Mar 24, 2023Initial$47,175,231No comparison25SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-476857
Clarification of Item 11: The General Partner, in consultation with the Manager, may accept commitments of lesser amounts.

Source: Form D, filed Mar 21, 2025. 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.

People and organizations reported in Form D filings
NameReported role
Ravi Bhagavatula Executive
Andrew Dym Executive
Andrew Hobson Executive
N/A Innovatus Capital Partners, Llc Promoter
N/A Innovatus Lower Middle Market Value Gp, Lp Executive
David Schiff Executive
Sean Wilke Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
777 Third Avenue, 25 Th Floor
New York, NY, 10017