Form D · Hedge Fund

LEO OPPORTUNITY ZONE FUND, L.P.

Iselin, NJ · CIK 0001905617

Offering snapshot reported Jan 20, 2022 · SEC filing

Reported sold
$9.55M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 28, 2021
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 20, 2022Initial$9,550,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-430123

Source: Form D, filed Jan 20, 2022. 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

LEO OPPORTUNITY ZONE FUND, LP

Investment adviser: LEO FUND SERVICES, LLC

Gross asset value
$12M
Beneficial owners
6
ADV minimum commitment
$0

Reported in Form ADV on Mar 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SOCIUM FUND SERVICES SHORT HILLS, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CITRIN COOPERMAN & COMPANY, LLP JERICHO, New York, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, 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

CITRIN COOPERMAN & COMPANY, LLP
PCAOB 2468

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2077329 · Mar 19, 2026 · Schedule D 7.B.(1), fund 805-6469889650

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
Matthew J. Allain Executive
Leo Fund Management, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
100 Wood Avenue South, Suite #209
Iselin, NJ, 08830