Form D · Private Equity Fund
NB Select Opportunities Fund LP
Dallas, TX · CIK 0001717599
Offering snapshot reported Sep 26, 2017 · SEC filing
- Reported sold
- $60.6M Indefinite offering
- Investors reported
- 91 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 12, 2017 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 26, 2017 | Initial | $60,600,000 | No comparison | 91 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $273K (estimated)
- Finders' fees
- $0
- Form D file number
- Not reported
Includes certain upfront placement fees payable directly by certain referred investors, annual investor servicing fees and upfront placement fees payable by an affiliate of the Issuer with respect to certain referred investors.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Morgan Stanley Smith Barney LLC | 149777 | |
| Bank Julius Baer & Co. Ltd. | None |
Source: Form D, filed Sep 26, 2017. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Leila Biederman | Executive |
| John Buser | Director, Executive |
| Yonah Feder | Executive |
| Kindal Kreamer | Executive |
| Teale Long | Executive |
| Kimberly Marlar | Executive |
| Joshua Miller | Executive |
| N/A Nb Select Opportunities Gp Llc | Director |
| Christian Neira | Director, Executive |
| Blake Rice | Director, Executive |
| Jonathan Shofet | Director |
| Brien Smith | Director, Executive |
| Anthony Tutrone | Executive |
| Peter Von Lehe | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
325 N. St. Paul Street Suite 4900
Dallas, TX, 75201
Dallas, TX, 75201