Form D · Pooled Investment Fund

Lumos Everest LP

New York, NY · CIK 0001862239

Offering snapshot reported May 17, 2021 · SEC filing

Reported sold
$24.2M
Offering amount: $24.2M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 17, 2021Initial$24,205,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-399674

Source: Form D, filed May 17, 2021. 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

LUMOS EVEREST LP

Investment adviser: LUMOS CAPITAL GROUP LLC

Gross asset value
$5.97M
Beneficial owners
8
ADV minimum commitment
$0

Reported in Form ADV on Mar 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS GEORGE TOWN, Cayman Islands
Custodian CIBC USA NEW YORK, New York, 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

PRICEWATERHOUSECOOPERS
PCAOB 1266

Filing source

Form ADV 2076149 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-3103378629

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
Victor Hu Executive
N/A Lcg Gp Llc Promoter
James Tieng Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1460 Broadway 16 Th Floor
New York, NY, 10036