Form D · Private Equity Fund
Regent Street Direct Lending Fund BT 2018-3, LLC
Carmel, IN · CIK 0001761637
Offering snapshot reported Dec 12, 2018 · SEC filing
- Reported sold
- $6.65M Indefinite offering
- Investors reported
- 28 Form D · investor count
- Minimum accepted
- $150K Reported outside-investor minimum
- First sale
- Sep 7, 2018 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 12, 2018 | Initial | $6,651,000 | No comparison | 28 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-327763
Source: Form D, filed Dec 12, 2018. 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
REGENT STREET DIRECT LENDING FUND BT 2018-3, LLC
Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC
- Gross asset value
- $1.32M
- Beneficial owners
- 29
- ADV minimum commitment
- $150K
Reported in Form ADV on Jul 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
GRASSI & CO.
PCAOB 606
Filing source
Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-2772461118
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.
| Name | Reported role |
|---|---|
| Tim M. Dean | Director, Executive |
| N/A Oxford Financial Group, Ltd. | Director |
| Lisa Walker | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Carmel, IN, 46032