Form D · Pooled Investment Fund

PRIMUS CAPITAL FUND IX-A, LP

Woodmere, OH · CIK 0001858442

Offering snapshot reported May 13, 2021 · SEC filing

Reported sold
Yet to sell
Offering amount: $750M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 13, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-399332

Source: Form D, filed May 13, 2021. 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

PRIMUS CAPITAL FUND IX-A, LP

Investment adviser: PRIMUS CAPITAL PARTNERS, INC.

Gross asset value
$173M
Beneficial owners
12
ADV minimum commitment
$500K

Reported in Form ADV on Mar 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator DYNAMO SOFTWARE - GLOBAL HQ WATERTOWN, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP CLEVELAND, Ohio, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, 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

ERNST & YOUNG LLP
PCAOB 42

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Filing source

Form ADV 2058535 · Mar 13, 2026 · Schedule D 7.B.(1), fund 805-9265455724

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
Aaron Davis Executive, Promoter
Jonathan E. Dick Executive, Promoter
Ronald C. Hess, Jr. Executive, Promoter
Phillip C. Molner Ii Executive, Promoter
Dominic E. Offredo Executive, Promoter
Christopher R. Welch Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
28601 Chagrin Boulevard, Suite 525
Woodmere, OH, 44122