Form D · Other Investment Fund
JPAS - Qualified Opportunity Fund 2020 LLC
San Francisco, CA · CIK 0001827677
Offering snapshot reported Oct 8, 2020 · SEC filing
- Reported sold
- $381M Indefinite offering
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Jul 1, 2020 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 |
|---|---|---|---|---|---|
| Oct 8, 2020 | Initial | $380,713,000 | No comparison | 18 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-377495
Source: Form D, filed Oct 8, 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
JPAS - QUALIFIED OPPORTUNITY FUND 2020 LLC
Investment adviser: JORDAN PARK GROUP LLC
- Gross asset value
- $330M
- Beneficial owners
- 47
- ADV minimum commitment
- $10K
Reported in Form ADV on Jul 8, 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
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
BNY MELLON, NA
LEI 4EP6JBYBTPTQ47LZOB67
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
Filing source
Form ADV 2118474 · Jul 8, 2026 · Schedule D 7.B.(1), fund 805-9575553104
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 |
|---|---|
| Heather H. Brownlie | Executive |
| Jennifer K. Ciresi | Executive |
| Michel A. Del Buono | Executive |
| Patrick J. Dunne | Executive |
| Frank S. Ghali | Executive |
| N/A Jordan Park Group Llc | Promoter |
| David S. Lee | Executive |
| George H. Lusch | Executive |
| Dana E. Schmidt | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94111