Form D · Hedge Fund

Puglisi Opportunity Fund LP

Scottsdale, AZ · CIK 0001616764

Offering snapshot reported Apr 26, 2023 · SEC filing

Reported sold
$5.96M
Indefinite offering
Investors reported
10
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 1, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.98M$5.96MAug 15, 2014: $600,000.00Aug 15, 2014Dec 29, 2020: $4,701,000.00Dec 29, 2020Mar 10, 2022: $5,964,049.00Apr 26, 2023: $5,964,049.00Apr 26, 2023

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 investors9 → 10

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 26, 2023Amendment$5,964,049$0vs Mar 10, 202210SEC filing
Mar 10, 2022Amendment$5,964,049$1,263,049vs Dec 29, 20209SEC filing
Dec 29, 2020Amendment$4,701,000$4,101,000vs Aug 15, 20148SEC filing
Aug 15, 2014Initial$600,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-222981
The reported total amount sold and number of investors represents contributions by all investors in the fund since inception. The current assets under management and current number of investors may be significantly different.

Source: Form D, filed Apr 26, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Puglisi Opportunity Fund Gp Llc Executive
Jeffrey Joseph Puglisi Promoter
N/A Puglisi Opportunity Fund Gp Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6711 E. Camelback Road Unit 42
Scottsdale, AZ, 85251