Form D · Other Investment Fund

PANORAMA CO-INVESTMENT (HZO), LLC

Omaha, NE · CIK 0001734526

Offering snapshot reported Apr 26, 2018 · SEC filing

Reported sold
$12M
Offering amount: $12M
Investors reported
18
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 23, 2018
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
Apr 26, 2018Initial$12,000,000No comparison18SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-311025

Source: Form D, filed Apr 26, 2018. 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 (HZO), LLC

Investment adviser: PANORAMA POINT PARTNERS, LLC

Gross asset value
$62.2K
Beneficial owners
18
ADV minimum commitment
$250K

Reported in Form ADV on May 20, 2025. 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 1991663 · May 20, 2025 · Schedule D 7.B.(1), fund 805-7398675813

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: Pooled Investment Fund (See others in industry)

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