Form D · Private Equity Fund

JCSD Bishop, LLC

Walnut Creek, CA · CIK 0002052350

Offering snapshot reported Jan 16, 2025 · SEC filing

Reported sold
$46.5M
Offering amount: $46.5M
Investors reported
31
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 20, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 16, 2025Initial$46,500,000No comparison31SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
Yes
Sales commissions
$0
Finders' fees
$0
Form D file number
021-535432

Source: Form D, filed Jan 16, 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

JCSD BISHOP, LLC

Investment adviser: JCSD CAPITAL, LLC

Gross asset value
$85.5M
Beneficial owners
32
ADV minimum commitment
$100K

Reported in Form ADV on May 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor SUMMIT LLC DENVER, Colorado, United States
Custodian AMERICAN SAVINGS BANK HONULULU, Hawaii, United States Related to adviser: No
Custodian FREMONT BANK FREMONT, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SUMMIT LLC
PCAOB 5251

Filing source

Form ADV 2103262 · May 5, 2026 · Schedule D 7.B.(1), fund 805-1360978844

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
Steven J Didion Executive
Jeffrey J Miller Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1981 N. Broadway, Ste. 270
Walnut Creek, CA, 94596