Form D · Private Equity Fund

Kovitz Private Holdings, LLC

Chicago, IL · CIK 0001537450

Offering snapshot reported Dec 19, 2011 · SEC filing

Reported sold
$39M
Indefinite offering
Investors reported
90
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 5, 2011
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
Dec 19, 2011Initial$39,000,000No comparison90SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-170301
While there is no maximum Total Offering Amount, the Issuer has set a target of $40 to $50 million.

Source: Form D, filed Dec 19, 2011. 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

CCP PRIVATE HOLDINGS, LLC

Investment adviser: CHICAGO CAPITAL PARTNERS MANAGEMENT, LLC

Gross asset value
$54M
Beneficial owners
101
ADV minimum commitment
$250K

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

Service providers

Auditor PASQUESI SHEPPARD LLC LAKE FOREST, Illinois, United States
Custodian WINTRUST FINANCIAL CORP ROSEMONT, Illinois, 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

PASQUESI SHEPPARD LLC
PCAOB 3443

Filing source

Form ADV 2087187 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9402299252

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
Marc S. Brenner Director, Executive
Mitchell A. Kovitz Director, Executive
* Kovitz Ph Manager, Llc Executive
Theodore J. Rupp Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
115 S. Lasalle St. 27 Th Floor
Chicago, IL, 60603