Form D · Investing

PV Opportunity Fund, Series I, LLC

Marlton, NJ · CIK 0001959531

Offering snapshot reported Dec 22, 2022 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $10K
First sale: Yet to occur

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
Dec 22, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity
Exemptions: 06c
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-468482

Source: Form D, filed Dec 22, 2022. 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

PV OPPORTUNITY FUND, SERIES I, LLC

Investment adviser: PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY

Gross asset value: $54.5M
Beneficial owners: 83
ADV minimum commitment: $100K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FINANCIALS SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH & BROWN PC PHILADELPHIA, Pennsylvania, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian JP MORGAN CHASE & CO NEW YORK, New York, 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

WITHUMSMITH & BROWN PC
PCAOB 100

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2081190 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-9620774985

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
Peter Spirgel	Executive

Issuer details

Industry: Investing (See others in industry)

Address:

10 E. Stow Road Suite 200
Marlton, NJ, 08053