Form D · Private Equity Fund

PEG MZ 2016 L.P.

New York, NY · CIK 0001669927

Offering snapshot reported Aug 17, 2016 · SEC filing

Reported sold
$47.3M
Indefinite offering
Investors reported
17
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 16, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$23.6M$47.3MMar 31, 2016: $8,500,000.00Mar 31, 2016May 20, 2016: $19,000,000.00May 20, 2016Aug 17, 2016: $47,250,000.00Aug 17, 2016

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.

  • Reported sold$19,000,000 → $47,250,000
  • Reported investors10 → 17
  • Minimum accepted$500,000 → $250,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 17, 2016Amendment$47,250,000$28,250,000vs May 20, 201617SEC filing
May 20, 2016Amendment$19,000,000$10,500,000vs Mar 31, 201610SEC filing
Mar 31, 2016Initial$8,500,000No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$470K
Finders' fees
$0
Form D file number
021-260354

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
J.P. Morgan Securities LLC79

Source: Form D, filed Aug 17, 2016. 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
N/A J.P. Morgan Investment Management Inc. Executive, Promoter
Mario Michael Novello Executive
N/A Peg Mz 2016 Llc Executive
Dan Smith Executive
N/A Trident Fund Services, Inc. Director
Brian Visel Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
J.P. Morgan Investment Management Inc. 320 Park Avenue, 15 Th Floor
New York, NY, 10022