Form D · Private Equity Fund
POINT 41 CAPITAL INVESTMENTS HVAC I, L.P.
Cos Cob, CT · CIK 0002006469
Offering snapshot reported Jan 3, 2024 · SEC filing
- Reported sold
- $52.8M Offering amount: $52.8M
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 21, 2023 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 3, 2024 | Initial | $52,828,674 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-501433
The Total Amount Sold includes the GP commitment.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M2O PRIVATE FUND ADVISORS LLC | 158741 |
Source: Form D, filed Jan 3, 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
POINT 41 CAPITAL INVESTMENTS HVAC I, L.P.
Investment adviser: POINT 41 CAPITAL PARTNERS, L.P.
- Gross asset value
- $114M
- Beneficial owners
- 7
- ADV minimum commitment
- $0
Reported in Form ADV on Jun 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Filing source
Form ADV 2114051 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-4828752525
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.
| Name | Reported role |
|---|---|
| Jordan Wadsworth | Executive, Promoter |
| Aaron Wolfe | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Cos Cob, CT, 06807