Form D · Other Investment Fund

SBJ Elevation Fund, LP

Walnut Creek, CA · CIK 0002003324

Offering snapshot reported Aug 4, 2025 · SEC filing

Reported sold: $44.1M
Investors reported: 14
Minimum accepted: $0
First sale: Jul 22, 2025

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 4, 2025	Initial	$44,108,400	No comparison	14	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $600K (estimated)
Finders' fees: $0
Form D file number: 021-553592

Placement Agent Fees

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
Amplify Community Investment Partners, LLC	326530

Source: Form D, filed Aug 4, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

SBJ ELEVATION FUND, LP

Investment adviser: SPANOS BARBER JESSE & CO., LLC

Gross asset value: $149M
Beneficial owners: 19
ADV minimum commitment: $0

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor COHNREZNICK LLP HARTFORD, Connecticut, United States Other funds reporting this name →

Custodian EAST WEST BANK PASADENA, California, United States Related to adviser: No Other funds reporting this name →

Marketer AMPLIFY COMMUNITY INVESTMENT PARTNERS, LLC MIAMI, Florida, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

COHNREZNICK LLP
PCAOB 596

AMPLIFY COMMUNITY INVESTMENT PARTNERS, LLC
CRD 326530 · SEC 8-71089

Fund asset history · 1 annual observations

Scroll to see all columns →

Fiscal year	Gross assets	Beneficial owners	ADV filed
2025	$148,657,456	19	Mar 27, 2026

Filing source

Form ADV 2064952 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-2392786653

Reported by SPANOS BARBER JESSE & CO., LLC (CRD 293841).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Name	Reported role
Nicolas Lopez	Director, Executive
Bhairvee Shavdia	Director, Executive
Gus B. Spanos	Director, Executive
Spj Elevation Gp, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2001 North Main Street Suite 650
Walnut Creek, CA, 94596
Phone: 415-848-1990