Form D · Private Equity Fund

Related Opportunity Zone Fund, LP

New York, NY · CIK 0001768678

Offering snapshot reported Feb 27, 2019 · SEC filing

Reported sold
$143M
Offering amount: $250M
Investors reported
13
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Feb 15, 2019
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
Feb 27, 2019Initial$143,250,000No comparison13SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-333717
The General Partner of the Issuer may pay sales commissions, subject to future contingencies, which is fully described in the Issuer's Private Placement Memorandum

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CAIS CAPITAL LLC154512

Source: Form D, filed Feb 27, 2019. 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

RELATED OPPORTUNITY ZONE FUND, LP

Investment adviser: RELATED FUND MANAGEMENT, LLC

Gross asset value
$204M
Beneficial owners
101
ADV minimum commitment
$250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ ISELIN, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Custodian CIBC BANK ONTARIO, Canada Related to adviser: No
Custodian FLAGSTAR BANK NEW YORK, New York, United States Related to adviser: No
Custodian HSBC LONDON, United Kingdom Related to adviser: No
Custodian WELLS FARGO BANK NEW YORK, New York, United States Related to adviser: No
Marketer CAIS CAPITAL LLC 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
Yes

KPMG LLP
PCAOB 185

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

Filing source

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3263560564

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
Jeff Blau Executive
Justin Metz Executive
Richard O'toole Executive
David Zussman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Related Companies, L.P. 60 Columbus Circle
New York, NY, 10023