Form D · Other Investment Fund

PB U/X Partners, LLC

Jackson, WY · CIK 0001822846

Offering snapshot reported Sep 12, 2024 · SEC filing

Reported sold
$11.1M
Indefinite offering
Investors reported
31
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.55M$11.1MOct 5, 2020: $7,300,000.00Oct 5, 2020Oct 5, 2020: $7,300,000.00Nov 3, 2021: $11,094,930.00Nov 3, 2021Oct 4, 2022: $11,094,930.00Oct 4, 2022Sep 27, 2023: $11,094,930.00Sep 27, 2023Sep 12, 2024: $11,094,930.00Sep 12, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 12, 2024Amendment$11,094,930$0vs Sep 27, 202331SEC filing
Sep 27, 2023Amendment$11,094,930$0vs Oct 4, 202231SEC filing
Oct 4, 2022Amendment$11,094,930$0vs Nov 3, 202131SEC filing
Nov 3, 2021Amendment$11,094,930$3,794,930vs Oct 5, 202030SEC filing
Oct 5, 2020Initial$7,300,000No comparison16SEC filing
Oct 5, 2020Amendment$7,300,000$0vs Oct 5, 202016SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-377128

Source: Form D, filed Sep 12, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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 C. Brown Executive, Promoter
N/A N/A Pb Capital Management, Llc Promoter
David W. Pulliam Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
680 S Cache Street Suite 100
Jackson, WY, 83001