Form D · Other Investment Fund

PlanIT Group Investment Partners, LLC

Atlanta, GA · CIK 0001825970

Offering snapshot reported Feb 3, 2026 · SEC filing

Reported sold
$289K
Offering amount: $289K
Investors reported
33
Form D · investor count
Minimum accepted
$337
Reported outside-investor minimum
First sale
Jan 6, 2026
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 3, 2026Initial$288,775No comparison33SEC filing
Sep 25, 2020Initial$2,708,000No comparison41SEC filing

Offering details

Securities
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
021-572218

Source: Form D, filed Feb 3, 2026. 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

PLANIT GROUP INVESTMENT PARTNERS, LLC

Investment adviser: CAYMUS EQUITY PARTNERS, LLC

Gross asset value
$2.71M
Beneficial owners
38
ADV minimum commitment
$5K

Reported in Form ADV on Mar 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor CHERRY BEKAERT LLP ATLANTA, Georgia, United States
Custodian COASTAL STATES BANK ATLANTA, Georgia, United States Related to adviser: No
Marketer CAYMUS SECURITIES LLC ATLANTA, Georgia, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

CHERRY BEKAERT LLP
PCAOB 677

CAYMUS SECURITIES LLC
CRD 126183 · SEC 8-65862

Filing source

Form ADV 2066810 · Mar 20, 2026 · Schedule D 7.B.(1), fund 805-6710390752

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
Geoffrey Lewis Faux Director
Oliver Maggard Director
John Oliver Maggard Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2727 Paces Ferry Road Se Suite 1 1650
Atlanta, GA, 30339