Form D · Investing

PANORAMA CO-INVESTMENT (ALTERRA), LLC

Omaha, NE · CIK 0001664719

Offering snapshot reported Aug 17, 2016 · SEC filing

Reported sold
$6.56M
Offering amount: $6.56M
Investors reported
25
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 30, 2016
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
Aug 17, 2016Initial$6,562,599No comparison25SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-269061

Source: Form D, filed Aug 17, 2016. 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

PANORAMA CO-INVESTMENT (ALTERRA), LLC

Investment adviser: PANORAMA POINT PARTNERS, LLC

Gross asset value
$12.4M
Beneficial owners
28
ADV minimum commitment
$0

Reported in Form ADV on Mar 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator RADERMACHER, LLC OMAHA, Nebraska, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KPMG, LLP OMAHA, Nebraska, United States
Custodian ACCESS BANK OMAHA, Nebraska, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. SAINT LOUIS, Missouri, 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

KPMG, LLP
PCAOB 185

Filing source

Form ADV 2057836 · Mar 17, 2026 · Schedule D 7.B.(1), fund 805-1744193403

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
Clarence Castner Executive
Stephen J. George Executive

Issuer details

Industry: Investing (See others in industry)

Address:
13030 Pierce Street Suite 300
Omaha, NE, 68144