Form D · Private Equity Fund

Mission Driven Financial Institutions Fund, LP

Pepper Pike, OH · CIK 0002001892

Offering snapshot reported Dec 13, 2024 · SEC filing

Reported sold
$177M
Indefinite offering
Investors reported
14
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 22, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$88.6M$177MNov 29, 2023: $111,800,000.00Nov 29, 2023Dec 13, 2024: $177,200,000.00Dec 13, 2024

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$111,800,000 → $177,200,000
  • Reported investors9 → 14

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 13, 2024Amendment$177,200,000$65,400,000vs Nov 29, 202314SEC filing
Nov 29, 2023Initial$111,800,000No comparison9SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06c, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-498305
Limited partnership interests

Source: Form D, filed Dec 13, 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

MISSION DRIVEN FINANCIAL INSTITUTIONS FUND, LP

Investment adviser: ELIZABETH PARK CAPITAL ADVISORS, LTD

Gross asset value
$198M
Beneficial owners
18
ADV minimum commitment
$5M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CSC FUND SERVICES NORTH AMERICA LLC LIVINGSTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian CITIZENS BANK MENLO PARK, California, 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 2081481 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-9424502492

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
Fred Cummings Executive
N/A Elizabeth Park Capital Advisors, Ltd. Promoter
N/A Mdbf Gp, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
30100 Chagrin Blvd., Suite 250
Pepper Pike, OH, 44124