Form D · Other Investment Fund

River Partners JPE Opportunity, LLC

New York, NY · CIK 0002037316

Offering snapshot reported Sep 29, 2025 · SEC filing

Reported sold
$6.09M
Offering amount: $6.09M
Investors reported
19
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 15, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.05M$6.09MOct 2, 2024: $6,090,000.00Oct 2, 2024Sep 29, 2025: $6,090,000.00Sep 29, 2025

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 29, 2025Amendment$6,090,000$0vs Oct 2, 202419SEC filing
Oct 2, 2024Initial$6,090,000No comparison19SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-525610

Source: Form D, filed Sep 29, 2025. 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

RIVER PARTNERS JPE OPPORTUNITY, LLC

Investment adviser: RIVER PARTNERS CAPITAL MANAGEMENT, LP

Gross asset value
$2.59M
Beneficial owners
19
ADV minimum commitment
$102K

Reported in Form ADV on Jun 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV FUND SERVICES OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States
Custodian EQUINITI TRUST COMPANY NEW YORK, New York, United States Related to adviser: No
Custodian NATIONAL FINANCIAL SERVICES LLC JERSEY CITY, New Jersey, 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

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Filing source

Form ADV 2108697 · Jun 18, 2026 · Schedule D 7.B.(1), fund 805-4575981839

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
John A Levin Executive
David Sochol Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
767 Fifth Avenue 18 Th Floor
New York, NY, 10153