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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 26, 2018 | Initial | $12,000,000 | No comparison | 18 | SEC 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
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.
| Name | Reported role |
|---|---|
| Clarence Castner | Executive |
| Stephen J. George | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Omaha, NE, 68144