Form D · Private Equity Fund

Palisade Medical Equity I, LP

Fort Lee, NJ · CIK 0001702254

Offering snapshot reported Mar 29, 2017 · SEC filing

Reported sold: $5.28M
Investors reported: 33
Minimum accepted: $100K
First sale: Aug 12, 2016

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
Mar 29, 2017	Initial	$5,280,000	No comparison	33	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-283548

Source: Form D, filed Mar 29, 2017. 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

PALISADE MEDICAL EQUITY I, LP

Investment adviser: PALISADE CAPITAL MANAGEMENT, LP

Gross asset value: $680K
Beneficial owners: 32
ADV minimum commitment: $100K

Reported in Form ADV on Jun 15, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MUFG FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLC NEW YORK, New York, United States

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Custodian THE HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, 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

EISNERAMPER LLC
PCAOB 274

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740 · LEI 549300JRHF1MHHWUAW04

THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN140L754

Filing source

Form ADV 1432006 · Jun 15, 2020 · Schedule D 7.B.(1), fund 805-8286691888

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
Name	Reported role
Martin L. Berman	Executive
Jack Feiler	Executive
Jeffrey D. Serkes	Executive
Dennison T. Veru	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Palisade Capital Management, L.L.C. One Bridge Plaza, Suite 695
Fort Lee, NJ, 07024