Form D · Pooled Investment Fund

Private Shares Opportunity Fund LLC - Series A

New York, NY · CIK 0001879236

Offering snapshot reported Aug 23, 2021 · SEC filing

Reported sold
$13.5M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
Aug 23, 2021Initial$13,500,000No 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
021-410910

Source: Form D, filed Aug 23, 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

PRIVATE SHARES OPPORTUNITY FUND LLC SERIES A

Investment adviser: PEARL LANE ADVISORS, LLC

Gross asset value
$26.2M
Beneficial owners
2
ADV minimum commitment
$500K

Reported in Form ADV on May 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FTS ADMIN, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FULVIO & ASSOCIATES LLP NEW YORK, New York, United States
Custodian UMB BANK, N.A. KANSAS CITY, Missouri, 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

FULVIO & ASSOCIATES LLP
PCAOB 6529

UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83

Filing source

Form ADV 2102463 · May 1, 2026 · Schedule D 7.B.(1), fund 805-9751306278

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
Kevin Moss Director
N/A Pearl Lane Advisors, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
100 Wall Street, 20 Th Floor
New York, NY, 10005