Form D · Private Equity Fund

Peterson CSW Coinvest, LLC

Salt Lake City, UT · CIK 0001888404

Offering snapshot reported Apr 9, 2024 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

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
Apr 9, 2024InitialYet to sellNo comparison0SEC filing
Oct 18, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-510078
Class B Interests

Source: Form D, filed Apr 9, 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 CSW COINVEST, LLC

Investment adviser: PETERSON PARTNERS, LLC

Gross asset value
$8.24M
Beneficial owners
10
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 805-2969014651

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
Eric Noble Executive
Clint Peterson Director, Executive
Joel Peterson Director
N/A Peterson Csw Coinvest Mgt, Llc Director
. Peterson Csw Coinvest Mgt, Llc Director
N/A Peterson Partners, Llc Executive
. Peterson Partners, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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