Form D · Other Investment Fund

Panther Plus Income Fund LP

San Mateo, CA · CIK 0001921486

Offering snapshot reported Apr 7, 2022 · SEC filing

Reported sold
Yet to sell
Offering amount: $10M
Investors reported
0
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Yet to occur
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 7, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$900K (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-440879
The Fund Manager reserves the right to accept additional subscriptions of units of up to $10 million.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Crescent Securities Group, Inc.114993

Source: Form D, filed Apr 7, 2022. 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

PANTHER PLUS INCOME FUND, LP

Investment adviser: LATERAL INVESTMENT MANAGEMENT, LLC

Gross asset value
$15.3M
Beneficial owners
98
ADV minimum commitment
$50K

Reported in Form ADV on Jun 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HC GLOBAL FUND SERVICES, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CITRIN COOPERMAN & COMPANY, LLP NEW YORK, New York, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer CRESCENT SECURITIES GROUP, INC. PLANO, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

CITRIN COOPERMAN & COMPANY, LLP
PCAOB 2468

J.P. MORGAN SECURITIES LLC
SEC 8-35008

CRESCENT SECURITIES GROUP, INC.
CRD 114993 · SEC 8-53457

Filing source

Form ADV 2106328 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-3089709573

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
Richard De Silva Executive, Promoter
Patrick Feeney Director
Margret Hardardottir Director
N/A Lateral Investment Management, Llc Promoter
N/A Panther Plus Advisors, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
400 S. El Camino Real Suite 1100
San Mateo, CA, 94402