Form D · Other

NVA Holdings L.P.

Westlake Village, CA · CIK 0001805810

Offering snapshot reported Jul 11, 2025 · SEC filing

Reported sold
$9.25B
Indefinite offering
Investors reported
337
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 19, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.63B$9.25BMar 6, 2020: $188,557,695.00Mar 6, 2020Mar 5, 2021: $260,838,335.00Mar 5, 2021Mar 4, 2022: $438,751,489.00Mar 4, 2022Mar 6, 2023: $9,153,454,149.00Mar 6, 2023Apr 12, 2024: $9,209,012,555.00Apr 12, 2024Jul 11, 2025: $9,253,892,529.00Jul 11, 2025

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$188,557,695 → $9,253,892,529
  • Reported investors36 → 337

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 11, 2025Amendment$9,253,892,529$9,065,334,834vs Mar 6, 2020337SEC filing
Apr 12, 2024Amendment$9,209,012,555$9,020,454,860vs Mar 6, 2020318SEC filing
Mar 6, 2023Amendment$9,153,454,149$8,964,896,454vs Mar 6, 2020299SEC filing
Mar 4, 2022Amendment$438,751,489$250,193,794vs Mar 6, 2020149SEC filing
Mar 5, 2021Amendment$260,838,335$72,280,640vs Mar 6, 202039SEC filing
Mar 6, 2020Initial$188,557,695No comparison36SEC filing

Offering details

Securities
Equity, Option to acquire, Security to be acquired
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-362193

Source: Form D, filed Jul 11, 2025. 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.

People and organizations reported in Form D filings
NameReported role
Steven Ager Executive
Larry Allgaier Executive
Gregory Hartmann Executive
Brian Kelly Executive
Mark Mouritsen Executive
Scott Shulman Executive
Eric Smith Executive

Issuer details

Industry: Other (See others in industry)

Address:
1 Baxter Way, Suite 200
Westlake Village, CA, 91362