Form D · Private Equity Fund

Jewel Holdings LP

New York, NY · CIK 0001798338

Offering snapshot reported Jan 7, 2020 · SEC filing

Reported sold
$31M
Offering amount: $31M
Investors reported
3
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 27, 2019
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 7, 2020Initial$31,005,000No comparison3SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-357396

Source: Form D, filed Jan 7, 2020. 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

JEWEL HOLDINGS, LP

Investment adviser: FOREVEST CAPITAL PARTNERS, LLC

Gross asset value
$33.5M
Beneficial owners
4
ADV minimum commitment
$2M

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

Service providers

Fund administrator BENDER & ASSOCIATES, CPAS MT. KISCO, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRASSI & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

GRASSI & CO.
PCAOB 606

Filing source

Form ADV 2087904 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9917848495

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
John Leone Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Forevest Capital Management, Llc Park Ave Tower, 65 East 55 Th St., 5 Th Fl
New York, NY, 10022