Form D · Private Equity Fund

Series A- Carlyle Energy Mezzanine Opportunities, a series of Green Square Private Investment Partners, LLC

Wilmington, DE · CIK 0001569319

Offering snapshot reported Feb 12, 2013 · SEC filing

Reported sold
$0
Indefinite offering
Investors reported
48
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 6, 2012
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 12, 2013Initial$0No comparison48SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-191717

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANone

Source: Form D, filed Feb 12, 2013. 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

SERIES C - AUDAX SENIOR LOAN, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLC

Investment adviser: STEEL GROVE CAPITAL ADVISORS, LLC

Gross asset value
$5.92M
Beneficial owners
40
ADV minimum commitment
$100K

Reported in Form ADV on Feb 18, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FGMK FUND DYNAMICS CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor MAYER HOFFMAN MCCANN P.C. & CBIZ MHM MEMPHIS, Tennessee, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MAYER HOFFMAN MCCANN P.C. & CBIZ MHM
PCAOB 199

Filing source

Form ADV 1277984 · Feb 18, 2019 · Schedule D 7.B.(1), fund 805-5237303205

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
Richard Finch Director
N/A Green Square Pip Manager, Llc Promoter
Darrell Horn Director
C. Anthony Shippam Director, Executive
James West Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Suite 1419, Nemours Building 1007 Orange Street
Wilmington, DE, 19801