Form D · Private Equity Fund

LWO Special Opportunities Fund I, LP

Dallas, TX · CIK 0001980569

Offering snapshot reported Oct 13, 2023 · SEC filing

Reported sold: $109M
Investors reported: 62
Minimum accepted: $0
First sale: May 30, 2023

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$87,640,000 → $108,880,000
Reported investors36 → 62

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 13, 2023	Amendment	$108,880,000	$21,240,000vs Jun 23, 2023	62	SEC filing
Jun 23, 2023	Amendment	$87,640,000	$0vs Jun 14, 2023	36	SEC filing
Jun 14, 2023	Initial	$87,640,000	No comparison	36	SEC 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: 021-484224

Source: Form D, filed Oct 13, 2023. 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

LWO SPECIAL OPPORTUNITIES FUND I, LP

Investment adviser: LWO LLC

Gross asset value: $276M
Beneficial owners: 62
ADV minimum commitment: $1

Reported in Form ADV on May 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER FIRM DALLAS, Texas, United States

Custodian BELL BANK FARGO, North Dakota, 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

WEAVER FIRM
PCAOB 410

Filing source

Form ADV 2107649 · May 21, 2026 · Schedule D 7.B.(1), fund 805-1577324535

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
Jill Andera	Director
Jordan Bastable	Executive
Brooks Burgum	Executive
Jill Cederberg	Director
Matt Lien	Director
General Partner Of The General Partners Of The Issuer Lwo Llc	Promoter
General Partner Of The Issuer Lwo Sof I Gp, Lp	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Lwo Sof I Gp, Lp 2519 Fairmount Street
Dallas, TX, 75201