Form D · Private Equity Fund

Knox Opportunity Fund, LP.

Draper, UT · CIK 0001518553

Offering snapshot reported Feb 15, 2012 · SEC filing

Reported sold: $9.14M
Investors reported: 23
Minimum accepted: $100K
First sale: Aug 10, 2009

Fundraising history

Reported sold

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 15, 2012	Amendment	$9,140,000	$0vs Apr 20, 2011	23	SEC filing
Apr 20, 2011	Initial	$9,140,000	No comparison	23	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-158647

Source: Form D, filed Feb 15, 2012. 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

KNOX OPPORTUNITY FUND, LP

Investment adviser: KNOX CAPITAL ADVISORS, LLC

Gross asset value: $4.56M
Beneficial owners: 20
ADV minimum commitment: $40K

Reported in Form ADV on Mar 29, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SAVAS & COMPANY SALT LAKE CITY, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor HAYNIE & COMPANY SALT LAKE CITY, Utah, United States

Custodian E-TRADE SECURITIES LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Custodian TD AMERITRADE SAN DIEGO, California, United States Related to adviser: No

Custodian ZIONS BANK DRAPER, Utah, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

HAYNIE & COMPANY
PCAOB 457

Filing source

Form ADV 1184252 · Mar 29, 2018 · Schedule D 7.B.(1), fund 805-6554906037

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
Name	Reported role
Brodie Barnes	Executive
Stanley Kimball	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

13961 So Minuteman Dr Ste 300
Draper, UT, 84020