Form D · Private Equity Fund

Peterson Breeze Coinvest, LLC

Salt Lake City, UT · CIK 0001819043

Offering snapshot reported Jan 10, 2024 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 10, 2024	Initial	Yet to sell	No comparison	0	SEC filing
Oct 12, 2021	Initial	$23,722,626	No comparison	31	SEC filing
Jul 31, 2020	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-502064

Source: Form D, filed Jan 10, 2024. 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

PETERSON BREEZE COINVEST, LLC

Investment adviser: PETERSON PARTNERS, LLC

Gross asset value: $89.7M
Beneficial owners: 49
ADV minimum commitment: $250K

Reported in Form ADV on Aug 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALPINE SEVEN MIDCO, LLC SALT LAKE CITY, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP SALT LAKE CITY, Utah, United States

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Filing source

Form ADV 2123156 · Aug 25, 2026 · Schedule D 7.B.(1), fund 805-9130082808

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
Name	Reported role
Eric Noble	Executive
Joel Peterson	Director
Clint Peterson	Director, Executive
N/A Peterson Breeze Coinvest Mgt, Llc	Director
. Peterson Breeze Coinvest Mgt, Llc	Director
N/A Peterson Partners, Inc.	Executive
. Peterson Partners, Llc	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121