Form D · Private Equity Fund

LIT HP IX, LLC

New York, NY · CIK 0001968419

Offering snapshot reported Mar 7, 2025 · SEC filing

Reported sold
$8M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 1, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4M$8MMar 7, 2023: $100,000.00Mar 7, 2023Mar 7, 2024: $1,043,900.00Mar 7, 2024Mar 7, 2025: $8,001,000.00Mar 7, 2025

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$1,043,900 → $8,001,000
  • Reported investors3 → 8

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 7, 2025Amendment$8,001,000$6,957,100vs Mar 7, 20248SEC filing
Mar 7, 2024Amendment$1,043,900$943,900vs Mar 7, 20233SEC filing
Mar 7, 2023Initial$100,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-475054

Source: Form D, filed Mar 7, 2025. 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

LIT HP IX, LLC

Investment adviser: OPTO INVESTMENT MANAGEMENT, LLC

Gross asset value
$4.17M
Beneficial owners
6
ADV minimum commitment
$100K

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

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. NEW YORK, New York, United States
Custodian CITIZENS PRIVATE BANK RIVERSIDE, Rhode Island, 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

BDO USA, P.C.
PCAOB 243

Filing source

Form ADV 2122130 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-8236031237

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 D Malone Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
31 W 27 Th Street Suite 605
New York, NY, 10001