Form D · Other Investment Fund
Irving Investors Crossover XLIX, LLC
Cardiff, CA · CIK 0002051191
Offering snapshot reported Jan 24, 2025 · SEC filing
- Reported sold
- $8.23M Indefinite offering
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 17, 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 |
|---|---|---|---|---|---|
| Jan 24, 2025 | Initial | $8,233,700 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-536236
Source: Form D, filed Jan 24, 2025. 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
IRVING INVESTORS CROSSOVER XLIX, LLC
Investment adviser: BRIDGEPORT MANAGEMENT SERVICES, LLC
- Gross asset value
- $8.23M
- Beneficial owners
- 10
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SUMMIT LLC
PCAOB 5251
J.P. MORGAN SECURITIES LLC
SEC 8-35008 · LEI 524995
Filing source
Form ADV 2080339 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7331733839
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.
| Name | Reported role |
|---|---|
| (None) Bridgeport Management Services, Llc | Executive |
| Christopher Nero | Executive |
| Marcus Steele | Executive |
| David Stefanick | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Cardiff, CA, 92007