Form D · Private Equity Fund

PeakEquity Partners I, L.P.

Radnor, PA · CIK 0001648840

Offering snapshot reported Jul 8, 2016 · SEC filing

Reported sold
$80.9M
Indefinite offering
Investors reported
28
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 30, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 28

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 8, 2016Amendment$80,859,375No comparison28SEC filing
Jul 24, 2015InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1.6M (estimated)
Finders' fees
$0
Form D file number
021-244414

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LAWRENCE B. HOLLIN1324425CV BROKERAGE, INC · CRD 462
Stanwich Advisors LLC124667Stanwich Advisors LLC · CRD 124667

Source: Form D, filed Jul 8, 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

PEAKEQUITY PARTNERS I, L.P.

Investment adviser: PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

Gross asset value
$11.4M
Beneficial owners
279
ADV minimum commitment
$5M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRANT THORNTON LLP PHILADELPHIA, Pennsylvania, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Marketer CV BROKERAGE, INC WEST CONSHOHOCKEN, Pennsylvania, United States Related to adviser: No
Marketer KATAMA SECURITIES LLC STAMFORD, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

GRANT THORNTON LLP
PCAOB 248

CV BROKERAGE, INC
CRD 462 · SEC 8-12429

KATAMA SECURITIES LLC
CRD 124667 · SEC 8-65708

Filing source

Form ADV 2084840 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1116641557

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
Gregory M. Case Executive
Kenneth E. Kummerer Executive
Peter Lloyd Executive
Paul Winn Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
555 East Lancaster Avenue, Suite 500
Radnor, PA, 19087