Form D · Private Equity Fund
Roxo Co-Investment, LP
Fort Worth, TX · CIK 0001709392
Offering snapshot reported Jun 26, 2017 · SEC filing
- Reported sold
- $23.5M Indefinite offering
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 16, 2017 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 |
|---|---|---|---|---|---|
| Jun 26, 2017 | Initial | $23,490,000 | No comparison | 14 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-289410
Source: Form D, filed Jun 26, 2017. 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
ROXO CO-INVESTMENT, LP
Investment adviser: VORTUS INVESTMENT ADVISORS, LLC
- Gross asset value
- $4.73M
- Beneficial owners
- 15
- ADV minimum commitment
- $10K
Reported in Form ADV on Apr 24, 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
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER & TIDWELL
PCAOB 410
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97
Filing source
Form ADV 2098066 · Apr 24, 2026 · Schedule D 7.B.(1), fund 805-2042054196
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 |
|---|---|
| Brian C. Crumley | Executive |
| Frank D. Lamsens | Executive |
| Jeffrey W. Miller | Executive |
| Vifw Ii, Lp | Executive |
| Vortus Investment Advisors, Llc | Promoter |
| Vortus Investment Holdings, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Fort Worth, TX, 76102