Form D · Other Investment Fund
Poplar Forest Fund LP
Pasadena, CA · CIK 0001416291
Offering snapshot reported Feb 28, 2025 · SEC filing
- Reported sold
- $81.3M Indefinite offering
- Investors reported
- 48 Form D · investor count
- Minimum accepted
- $2.5M Reported outside-investor minimum
- First sale
- Oct 8, 2007 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 28, 2025 | Amendment | $81,250,000 | $0vs Feb 21, 2024 | 48 | SEC filing |
| Feb 21, 2024 | Amendment | $81,250,000 | $0vs Mar 1, 2023 | 48 | SEC filing |
| Mar 1, 2023 | Amendment | $81,250,000 | $0vs Mar 2, 2022 | 47 | SEC filing |
| Mar 2, 2022 | Amendment | $81,250,000 | $0vs Mar 3, 2021 | 47 | SEC filing |
| Mar 3, 2021 | Amendment | $81,250,000 | $0vs Mar 3, 2020 | 46 | SEC filing |
| Mar 3, 2020 | Amendment | $81,250,000 | $0vs Mar 5, 2019 | 45 | SEC filing |
| Mar 5, 2019 | Amendment | $81,250,000 | $0vs Mar 8, 2018 | 44 | SEC filing |
| Mar 8, 2018 | Amendment | $81,250,000 | $1,300,000vs Mar 30, 2017 | 44 | SEC filing |
| Mar 30, 2017 | Initial | $79,950,000 | No comparison | 44 | SEC filing |
| Mar 13, 2017 | Amendment | $79,950,000 | $0vs Mar 7, 2016 | 44 | SEC filing |
| Mar 7, 2016 | Amendment | $79,950,000 | $0vs Mar 2, 2015 | 38 | SEC filing |
| Mar 2, 2015 | Amendment | $79,950,000 | $0vs Mar 19, 2014 | 38 | SEC filing |
| Mar 19, 2014 | Amendment | $79,950,000 | $0vs Mar 20, 2013 | 38 | SEC filing |
| Mar 20, 2013 | Amendment | $79,950,000 | $0vs Apr 27, 2012 | 38 | SEC filing |
| Apr 27, 2012 | Amendment | $79,950,000 | $15,350,000vs Mar 18, 2011 | 38 | SEC filing |
| Mar 18, 2011 | Amendment | $64,600,000 | -$9,404,330vs Mar 5, 2010 | 38 | SEC filing |
| Mar 5, 2010 | Amendment | $74,004,330 | $35,524,706vs Mar 13, 2009 | 38 | SEC filing |
| Mar 13, 2009 | Amendment | $38,479,624 | No comparison | Not reported | SEC filing |
| Oct 22, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-283609
Stated minimum investment accepted from any outside investor of $2,500,000, although the Adviser reserves the right to waive this minimum.
Source: Form D, filed Feb 28, 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
POPLAR FOREST FUND, L.P.
Investment adviser: TOCQUEVILLE ASSET MANAGEMENT LP
- Gross asset value
- $118M
- Beneficial owners
- 14
- ADV minimum commitment
- $2.5M
Reported in Form ADV on Mar 31, 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
TAIT WELLER
PCAOB 445
Filing source
Form ADV 2037140 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3327033588
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 |
|---|---|
| (General Partner) Poplar Forest Capital Llc | Promoter |
| (General Partner" Poplar Forest Capital Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Pasadena, CA, 91101