Form D · Private Equity Fund

PA US Middle Market Buyout Fund IX, a sub-fund of Portfolio Advisors ICAV

Darien, CT · CIK 0001737118

Offering snapshot reported Sep 18, 2018 · SEC filing

Reported sold
$15.5M
Indefinite offering
Investors reported
3
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 31, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.75M$15.5MApr 13, 2018: $6,000,000.00Apr 13, 2018Sep 18, 2018: $15,500,000.00Sep 18, 2018

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$6,000,000 → $15,500,000
  • Reported investors1 → 3

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 18, 2018Amendment$15,500,000$9,500,000vs Apr 13, 20183SEC filing
Apr 13, 2018Initial$6,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$109K
Finders' fees
$0
Form D file number
021-310187

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
EBW CAPITAL LIMITEDNone

Source: Form D, filed Sep 18, 2018. 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
Adam G. Clemens Director
N/A Davy Asset Management Limited Executive
N/A Davy Investment Fund Services Executive
William J. Indelicato Director
Kevin Molony Director
Fiona Mulhall Director
Brian P. Murphy Director
N/A Portfolio Advisors, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Portfolio Advisors, Llc 9 Old Kings Highway South
Darien, CT, 06820