Form D · Private Equity Fund

Permit QOZ Fund I, LLC

West Conshohocken, PA · CIK 0001810917

Offering snapshot reported Apr 23, 2021 · SEC filing

Reported sold
$4.12M
Offering amount: $4.12M
Investors reported
14
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 14, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.06M$4.12MApr 29, 2020: $3,564,043.00Apr 29, 2020Apr 23, 2021: $4,118,043.00Apr 23, 2021

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$3,564,043 → $4,118,043
  • Reported investors9 → 14

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2021Amendment$4,118,043$554,000vs Apr 29, 202014SEC filing
Apr 29, 2020Initial$3,564,043No comparison9SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-365995

Source: Form D, filed Apr 23, 2021. 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

PERMIT QOZ FUND I, LLC

Investment adviser: SAGE ADVISORS, LLC

Gross asset value
$7.18M
Beneficial owners
11
ADV minimum commitment
$0

Reported in Form ADV on Sep 17, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX GROUP LTD. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KREISCHER MILLER HORSHAM, Pennsylvania, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KREISCHER MILLER
PCAOB 1110

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 1901905 · Sep 17, 2024 · Schedule D 7.B.(1), fund 805-4211084766

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
Kimberly M. Crowley Executive
Mimi Drake Director, Executive
Adam Landau Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
100 Front Street Suite 940
West Conshohocken, PA, 19428