Form D · Other Investment Fund

Related UBC Opportunity Fund, LP

New York, NY · CIK 0001476240

Offering snapshot reported Jan 9, 2012 · SEC filing

Reported sold
$107M
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Oct 20, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$53.4M$107MNov 5, 2009: $81,200,000.00Nov 5, 2009Dec 2, 2010: $106,575,000.00Dec 2, 2010Jan 9, 2012: $106,700,000.00Jan 9, 2012

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 sold$81,200,000 → $106,700,000
  • Reported investors3 → 4

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 9, 2012Amendment$106,700,000$25,500,000vs Nov 5, 20094SEC filing
Dec 2, 2010Amendment$106,575,000$25,375,000vs Nov 5, 20094SEC filing
Nov 5, 2009Initial$81,200,000No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-135899

Source: Form D, filed Jan 9, 2012. 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 UBC OPPORTUNITY FUND, LP

Investment adviser: RELATED FUND MANAGEMENT, LLC

Gross asset value
$81.5M
Beneficial owners
5
ADV minimum commitment
$5M

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 DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian FIRST REPUBLIC BANK NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE NEW YORK, New York, United States Related to adviser: No
Custodian WELLS FARGO 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

KPMG LLP
PCAOB 185

Filing source

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8479581805

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
Gene Angelo Executive
Bruce A. Beal, Jr. Executive
Jeff T. Blau Executive
Michael Brenner Executive
Susan J. Mc Guire Executive
Justin Metz Executive
Richard O'toole Executive
Stephen M. Ross Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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