Form D · Private Equity Fund

Portfolio Advisors Private Equity Fund 2017 (Offshore), L.P.

Darien, CT · CIK 0001721455

Offering snapshot reported Oct 12, 2018 · SEC filing

Reported sold
$41.5M
Offering amount: $41.5M
Investors reported
70
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 31, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$20.8M$41.5MJan 19, 2018: $13,970,000.00Jan 19, 2018May 11, 2018: $22,670,000.00May 11, 2018Jul 30, 2018: $36,770,000.00Jul 30, 2018Oct 12, 2018: $41,520,000.00Oct 12, 2018

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$36,770,000 → $41,520,000
  • Reported investors58 → 70

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 12, 2018Amendment$41,520,000$4,750,000vs Jul 30, 201870SEC filing
Jul 30, 2018Amendment$36,770,000$14,100,000vs May 11, 201858SEC filing
May 11, 2018Amendment$22,670,000$8,700,000vs Jan 19, 201844SEC filing
Jan 19, 2018Initial$13,970,000No comparison30SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$1.54M
Finders' fees
$0
Form D file number
021-303736

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
UBS Financial Services Inc.8174UBS Financial Services Inc. · CRD 8174

Source: Form D, filed Oct 12, 2018. 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

PORTFOLIO ADVISORS PRIVATE EQUITY FUND 2017 (OFFSHORE), L.P

Investment adviser: PORTFOLIO ADVISORS LLC

Gross asset value
$38.1M
Beneficial owners
71
ADV minimum commitment
$250K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator AD CARTA, LLC DARIEN, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No
Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON LLP
PCAOB 248

Filing source

Form ADV 2070706 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-2034883331

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
William J. Indelicato Executive
N/A Portfolio Advisors 2017 Gp, Llc Promoter
N/A Portfolio Advisors Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
9 Old Kings Highway South
Darien, CT, 06820