Form D · Hedge Fund

SD Financial Institutions & Value Opportunity Fund, LP

Rumson, NJ · CIK 0001572799

Offering snapshot reported Oct 11, 2024 · SEC filing

Reported sold
$25.4M
Indefinite offering
Investors reported
29
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Aug 15, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.7M$25.4MMar 25, 2013: $11,136,308.00Mar 25, 2013Oct 3, 2018: $24,032,650.00Oct 2, 2019: $24,038,150.00Oct 14, 2020: $25,171,150.00Oct 13, 2021: $25,271,150.00Oct 11, 2022: $25,393,150.00Oct 11, 2023: $25,393,150.00Oct 11, 2024: $25,393,150.00Oct 11, 2024

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
Oct 11, 2024Amendment$25,393,150$0vs Oct 11, 202329SEC filing
Oct 11, 2023Amendment$25,393,150$0vs Oct 11, 202229SEC filing
Oct 11, 2022Amendment$25,393,150$122,000vs Oct 13, 202129SEC filing
Oct 13, 2021Amendment$25,271,150$100,000vs Oct 14, 202029SEC filing
Oct 14, 2020Amendment$25,171,150$1,133,000vs Oct 2, 201929SEC filing
Oct 2, 2019Amendment$24,038,150$5,500vs Oct 3, 201828SEC filing
Oct 3, 2018Amendment$24,032,650$12,896,342vs Mar 25, 201328SEC filing
Mar 25, 2013Initial$11,136,308No comparison13SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-193874

Source: Form D, filed Oct 11, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Howard N. Henick Executive
Dennis T. Scurletis Executive
. Scurly Dog Capital, Llc Executive
. Scurly Dog Captial, Llc Executive
. Sd Capital Partners, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4 Willowbrook Road
Rumson, NJ, 07760