Form D · Other Investment Fund

LO3 SBIC, LP

Nashville, TN · CIK 0001899945

Offering snapshot reported Mar 29, 2024 · SEC filing

Reported sold
$85.1M
Indefinite offering
Investors reported
78
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 7, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$42.6M$85.1MDec 21, 2021: $56,550,000.00Dec 21, 2021May 10, 2022: $71,400,000.00Mar 29, 2024: $85,135,000.00Mar 29, 2024

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$56,550,000 → $85,135,000
  • Reported investors51 → 78

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 29, 2024Amendment$85,135,000$28,585,000vs Dec 21, 202178SEC filing
May 10, 2022Amendment$71,400,000$14,850,000vs Dec 21, 202163SEC filing
Dec 21, 2021Initial$56,550,000No comparison51SEC filing

Offering details

Securities
Equity, 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
021-426129
Limited Partnership Interests

Source: Form D, filed Mar 29, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Glenn Harrison Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4235 Hillsboro Pike, Suite 300
Nashville, TN, 37215