Form D · Other Investment Fund
McMorgan Opportunity Fund, LP
San Francisco, CA · CIK 0001758789
Offering snapshot reported Mar 21, 2024 · SEC filing
- Reported sold
- $7.18M Indefinite offering
- Investors reported
- 25 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 8, 2018 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 21, 2024 | Amendment | $7,180,000 | $0vs Apr 13, 2023 | 25 | SEC filing |
| Apr 13, 2023 | Amendment | $7,180,000 | $875,000vs Mar 29, 2022 | 25 | SEC filing |
| Mar 29, 2022 | Amendment | $6,305,000 | $1,424,800vs Mar 23, 2021 | 24 | SEC filing |
| Mar 23, 2021 | Amendment | $4,880,200 | $135,200vs Mar 26, 2020 | 23 | SEC filing |
| Mar 26, 2020 | Amendment | $4,745,000 | $825,000vs Mar 28, 2019 | 23 | SEC filing |
| Mar 28, 2019 | Initial | $3,920,000 | No comparison | 20 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-335878
Source: Form D, filed Mar 21, 2024. 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
MCMORGAN OPPORTUNITY FUND, LP
Investment adviser: MCMORGAN & COMPANY LLC
- Gross asset value
- $3.7M
- Beneficial owners
- 24
- ADV minimum commitment
- $50K
Reported in Form ADV on Sep 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ARMANINO
PCAOB 32
Filing source
Form ADV 2128210 · Sep 16, 2026 · Schedule D 7.B.(1), fund 805-5290242491
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.
| Name | Reported role |
|---|---|
| General Partner Mc Morgan Opportunity Fund Gp, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94105