Form D · Other Investment Fund

MiddleGround Carbon CV, L.P.

Lexington, KY · CIK 0002001381

Offering snapshot reported Nov 29, 2023 · SEC filing

Reported sold
$394M
Indefinite offering
Investors reported
38
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 15, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 29, 2023Initial$394,037,237No comparison38SEC filing

Offering details

Securities
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
021-498378

Source: Form D, filed Nov 29, 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

MIDDLEGROUND CARBON CV, LP

Investment adviser: MIDDLEGROUND MANAGEMENT, LP

Gross asset value
$406M
Beneficial owners
46
ADV minimum commitment
$2M

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 APEX FUND SERVICES INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian BMO HARRIS BANK, N.A. CHICAGO, 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

KPMG LLP
PCAOB 185

Filing source

Form ADV 2107709 · May 21, 2026 · Schedule D 7.B.(1), fund 805-2066923672

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
Scot Duncan Executive
N/A Mg Cv Holdings, Llc Promoter
N/A Middle Ground Carbon Gp, L.P. Promoter
N/A Middle Ground Management, Lp Promoter
Lauren Mulholland Executive
John Stewart Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1500 Aristides Blvd.
Lexington, KY, 40511