Form D · Private Equity Fund

Marked Tree Partners, LP

Memphis, TN · CIK 0001830545

Offering snapshot reported Jan 14, 2022 · SEC filing

Reported sold: $14.8M
Investors reported: 24
Minimum accepted: $0
First sale: Jan 1, 2021

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 24

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 14, 2022	Amendment	$14,800,000	No comparison	24	SEC filing
Dec 31, 2020	Initial	Yet to sell	No comparison	0	SEC 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: 021-384993

Source: Form D, filed Jan 14, 2022. 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

MARKED TREE PARTNERS I, LP

Investment adviser: WALNUT GROVE CAPITAL PARTNERS, LP

Gross asset value: $24.2M
Beneficial owners: 33
ADV minimum commitment: $250K

Reported in Form ADV on Sep 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian WINTRUST FINANCIAL CORPORATION WAUKEGAN, 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

PLANTE & MORAN, PLLC
PCAOB 166

Filing source

Form ADV 2132007 · Sep 11, 2026 · Schedule D 7.B.(1), fund 805-3295457457

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
Jody Foster	Executive
Marked Tree Partners, Llc	Promoter
Samuel A. Thompson Iv	Executive
Matthew Weinstein	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Walnut Grove Capital Partners, Lp 20 Huling Ave, Suite 102
Memphis, TN, 38103