Form D · Venture Capital Fund

Palma Investments, L.P.

San Francisco, CA · CIK 0001609296

Offering snapshot reported May 28, 2014 · SEC filing

Reported sold
$69.8M
Offering amount: $89.3M
Investors reported
10
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 14, 2014
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 28, 2014Initial$69,808,800No comparison10SEC filing

Offering details

Securities
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
021-218123

Source: Form D, filed May 28, 2014. 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

PALMA INVESTMENTS, LP

Investment adviser: SV ANGEL MANAGEMENT, LLC

Gross asset value
$41.4K
Beneficial owners
68
ADV minimum commitment
$25K

Reported in Form ADV on Mar 23, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator KRANZ & ASSOCIATES, LLC MENLO PARK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian SILICON VALLEY BANK MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 1399950 · Mar 23, 2020 · Schedule D 7.B.(1), fund 805-3938671804

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
NameReported role
David Lee Director
N/A Palma Investments Gp, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
588 Sutter Street, Suite 299
San Francisco, CA, 94102