Form D · Other Investment Fund
Mobility Opportunity Fund, L.P.
Lexington, KY · CIK 0001874592
Offering snapshot reported Aug 16, 2021 · SEC filing
- Reported sold
- $65M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $10M Reported outside-investor minimum
- First sale
- Aug 2, 2021 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 16, 2021 | Initial | $65,000,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $715K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-410074
Clarification of Item 11: The General Partner reserves the right to accept capital commitments of a lesser amount.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Credit Suisse Securities (USA) LLC | 816 |
Source: Form D, filed Aug 16, 2021. 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
MOBILITY OPPORTUNITY FUND, LP
Investment adviser: MIDDLEGROUND MANAGEMENT, LP
- Gross asset value
- $91.4M
- Beneficial owners
- 3
- ADV minimum commitment
- $10M
Reported in Form ADV on May 21, 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
- Yes
- External marketing
- No
COHN REZNICK, LLC
PCAOB 596
Filing source
Form ADV 2107709 · May 21, 2026 · Schedule D 7.B.(1), fund 805-6091984668
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 |
|---|---|
| Scot Duncan | Executive |
| N/A Middle Ground Management, Lp | Promoter |
| N/A Middle Ground Mobility Fund Gp, Lp | Promoter |
| Lauren Mulholland | Executive |
| John Stewart | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Lexington, KY, 40507