Form D · Other Investment Fund

LONGS PEAK CAPITAL PARTNERS, LLC

Windermere, FL · CIK 0001685427

Offering snapshot reported Feb 7, 2018 · SEC filing

Reported sold: $16.4M
Investors reported: 130
Minimum accepted: $100K
First sale: Jul 1, 2015

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.

Reported sold$6,925,339 → $16,406,214
Reported investors115 → 130

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 7, 2018	Amendment	$16,406,214	$9,480,875vs Sep 26, 2016	130	SEC filing
Sep 26, 2016	Initial	$6,925,339	No comparison	115	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-271264

Source: Form D, filed Feb 7, 2018. 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

LONGS PEAK CAPITAL PARTNERS, LLC

Investment adviser: JUMAR MANAGEMENT, LLC

Gross asset value: $31.5M
Beneficial owners: 100
ADV minimum commitment: $100K

Reported in Form ADV on Mar 30, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States

Custodian NORTHBROOK BANK & TRUST NORTHBROOK, Illinois, 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

RICHEY MAY & CO., LLP
PCAOB 673

Filing source

Form ADV 1297938 · Mar 30, 2019 · Schedule D 7.B.(1), fund 805-6660296726

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
N/A Jumar Management, Llc	Executive, Promoter
Charles A Lindberg	Executive
Robert J Parfet	Executive
Meredith Ew Parfet	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

9300 Conroy Windermere Road Suite 706
Windermere, FL, 34786