Form D · Private Equity Fund

Kendall Sustainable Infrastructure I, L.P.

Cambridge, MA · CIK 0001589048

Offering snapshot reported Nov 6, 2015 · SEC filing

Reported sold
$20.6M
Indefinite offering
Investors reported
35
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 1, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10.3M$20.6MOct 15, 2013: $7,000,000.00Oct 15, 2013Oct 14, 2014: $7,250,000.00Oct 14, 2014Oct 16, 2015: $7,750,000.00Nov 6, 2015: $20,555,000.00Nov 6, 2015

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.

  • Reported sold$7,750,000 → $20,555,000
  • Reported investors7 → 35

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 6, 2015Amendment$20,555,000$12,805,000vs Oct 16, 201535SEC filing
Oct 16, 2015Amendment$7,750,000$500,000vs Oct 14, 20147SEC filing
Oct 14, 2014Amendment$7,250,000$250,000vs Oct 15, 20133SEC filing
Oct 15, 2013Initial$7,000,000No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$200K (estimated)
Finders' fees
$0
Form D file number
021-204572
Payable by Manager

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Angelo A. Calvello2586947Equus Financial Consulting LLC · CRD 131449
Timothy J. Gray4840747Equus Financial Consulting LLC · CRD 131449

Source: Form D, filed Nov 6, 2015. 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

KENDALL SUSTAINABLE INFRASTRUCTURE I, L.P.

Investment adviser: KENDALL SUSTAINABLE INFRASTRUCTURE, LLC

Gross asset value
$8.56M
Beneficial owners
53
ADV minimum commitment
$100K

Reported in Form ADV on Mar 29, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor NOVOGRADAC & COMPANY, LLC ALPHARETTA, Georgia, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

NOVOGRADAC & COMPANY, LLC
PCAOB 474

Filing source

Form ADV 1634856 · Mar 29, 2022 · Schedule D 7.B.(1), fund 805-8146910493

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 R. Chaimanis Director, Executive, Promoter
Kendall Investments, Llc Promoter
N/A Kendall Sustainable Infrastructure, Llc Promoter
Kendall Sustainable Infrastructure, Llc Promoter
Ksi I Gp, Llc Executive, Promoter
N/A Ksi I Gp, Llc Executive, Promoter
Kenneth M. Lehman Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6 University Road
Cambridge, MA, 02138