Form D · Other Investment Fund

Potomac Focused SPV, LP

New York, NY · CIK 0001806450

Offering snapshot reported Mar 14, 2024 · SEC filing

Reported sold: $2.39M
Investors reported: 7
Minimum accepted: $0
First sale: Apr 1, 2020

Fundraising history

Reported sold

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 14, 2024	Amendment	$2,385,000	$0vs Mar 14, 2023	7	SEC filing
Mar 14, 2023	Amendment	$2,385,000	$0vs Mar 14, 2022	7	SEC filing
Mar 14, 2022	Amendment	$2,385,000	$0vs Mar 12, 2021	7	SEC filing
Mar 12, 2021	Amendment	$2,385,000	No comparison	7	SEC filing
Mar 12, 2020	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-362655

Source: Form D, filed Mar 14, 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

POTOMAC FOCUSED SPV, LP

Investment adviser: POTOMAC CAPITAL MANAGEMENT INC.

Gross asset value: $1.5M
Beneficial owners: 4
ADV minimum commitment: $100K

Reported in Form ADV on Mar 19, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator INTERNATIONAL FUND MANAGEMENT CORP. FLEMINGTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor O'CONNOR DAVIES ADMINISTRATION NEW YORK, New York, United States

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

O'CONNOR DAVIES ADMINISTRATION
PCAOB 127

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 1841812 · Mar 19, 2024 · Schedule D 7.B.(1), fund 805-6759204587

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
Name	Reported role
N/A Potomac Focused Spv Gp Llc	Promoter
Paul J. Solit	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Potomac Focused Spv Gp Llc 299 Park Avenue, 21 St Floor
New York, NY, 10171