Form D · Private Equity Fund

Poetic Opportunities Fund X LP

New Rochelle, NY · CIK 0001956919

Offering snapshot reported Apr 18, 2025 · SEC filing

Reported sold
$124M
Indefinite offering
Investors reported
73
Form D · investor count
Minimum accepted
$1
Reported outside-investor minimum
First sale
Apr 20, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$62M$124MApr 19, 2023Apr 19, 2024: $61,795,000.00Apr 19, 2024Apr 18, 2025: $123,932,000.00Apr 18, 2025

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$61,795,000 → $123,932,000
  • Reported investors55 → 73

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 18, 2025Amendment$123,932,000$62,137,000vs Apr 19, 202473SEC filing
Apr 19, 2024Amendment$61,795,000No comparison55SEC filing
Apr 19, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-479410

Source: Form D, filed Apr 18, 2025. 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

POETIC OPPORTUNITIES FUND X LP

Investment adviser: POETIC GROUP LLC

Gross asset value
$363M
Beneficial owners
74
ADV minimum commitment
$1M

Reported in Form ADV on Jun 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. NEW YORK, New York, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian R.J. O'BRIEN SECURITIES, LLC CHICAGO, Illinois, United States Related to adviser: No
Custodian U.S. BANK N.A. MILWAUKEE, Wisconsin, United States Related to adviser: No
Custodian WELLS FARGO CLEARING SERVICES, LLC ST. LOUIS, Missouri, 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

BDO USA, P.C.
PCAOB 243

INTERACTIVE BROKERS LLC
SEC 8-47257

R.J. O'BRIEN SECURITIES, LLC
SEC 8-67587

U.S. BANK N.A.
LEI 6BYL5QZYBDK8S7L73M02

WELLS FARGO CLEARING SERVICES, LLC
SEC 8-37180

Filing source

Form ADV 2108499 · Jun 2, 2026 · Schedule D 7.B.(1), fund 805-5002410437

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
Adam Berkowitz Executive, Promoter
Brant Brooks Executive, Promoter
Samuel Mark Executive, Promoter
Jackson Nurmi Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
173 Huguenot Street, Suite 200
New Rochelle, NY, 10801