Form D · Other Investment Fund

Prime Meridian Small Business Lending Fund, LP

Carson City, NV · CIK 0001614185

Offering snapshot reported Jul 1, 2024 · SEC filing

Reported sold
$193M
Indefinite offering
Investors reported
179
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jul 1, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$97.2M$194MJul 2, 2021: $194,302,171.00Jul 2, 2021Jul 5, 2022: $193,020,551.00Jul 5, 2022Jul 3, 2023: $193,020,551.00Jul 3, 2023Jul 1, 2024: $193,020,551.00Jul 1, 2024

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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 1, 2024Amendment$193,020,551$0vs Jul 3, 2023179SEC filing
Jul 3, 2023Amendment$193,020,551$0vs Jul 5, 2022179SEC filing
Jul 5, 2022Amendment$193,020,551-$1,281,620vs Jul 2, 2021179SEC filing
Jul 2, 2021Amendment$194,302,171No comparisonNot reportedSEC filing
Jul 2, 2020Amendment$193,618,759-$4,199,241vs Jul 24, 2019176SEC filing
Jul 24, 2019Amendment$197,818,000$10,818,000vs Jul 30, 2018173SEC filing
Jul 30, 2018Amendment$187,000,000$44,599,079vs Mar 16, 201889SEC filing
Mar 16, 2018Amendment$142,400,921$0vs Aug 1, 201791SEC filing
Aug 1, 2017Amendment$142,400,921$69,400,921vs Aug 1, 201691SEC filing
Aug 1, 2016Amendment$73,000,000$47,172,000vs Jul 30, 201589SEC filing
Jul 30, 2015Amendment$25,828,000$24,228,000vs Jul 21, 201462SEC filing
Jul 21, 2014Initial$1,600,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$270K (estimated)
Finders' fees
$0
Form D file number
021-221420
Open-ended Investment Fund, General Partner may accept subscriptions on an ongoing basis.
Sales commissions paid since inception.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
March Capital Corp24142

Source: Form D, filed Jul 1, 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

PRIME MERIDIAN SMALL BUSINESS LENDING FUND, LP

Investment adviser: PRIME MERIDIAN CAPITAL MANAGEMENT, LLC

Gross asset value
$7.06M
Beneficial owners
73
ADV minimum commitment
$500K

Reported in Form ADV on Nov 20, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP SAN FRANCISCO, California, United States
Custodian MILLENNIUM TRUST COMPANY, LLC OAK BROOK, Illinois, 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

DELOITTE & TOUCHE LLP
PCAOB 34

Filing source

Form ADV 1910910 · Nov 20, 2024 · Schedule D 7.B.(1), fund 805-6956234989

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
Donald D. Davis Executive, Promoter
Prime Meridian Capital Management, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
112 North Curry Street
Carson City, NV, 89703