Form D · Private Equity Fund
Series U - Middle Market Direct Lending 2017, a Series of Green Square Private Investment Partners, LLC
Wilmington, DE · CIK 0001707751
Offering snapshot reported Jun 2, 2017 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur 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 2, 2017 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-287906
Source: Form D, filed Jun 2, 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
SERIES U MIDDLE MARKET DIRECT LENDING 2017 A SERIES OF THE GREEN SQUARE PRIVATE INVESTMENT PARTNERS LLC
Investment adviser: STEEL GROVE CAPITAL ADVISORS, LLC
- Gross asset value
- $7.89M
- Beneficial owners
- 28
- ADV minimum commitment
- $10K
Reported in Form ADV on Feb 18, 2019. 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
- 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 805-3586701657
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 |
|---|---|
| Richard A. Finch | Director |
| N/A Green Square Pip Manager, Llc | Director, Executive |
| Darrell L. Horn | Director |
| Steven W. Sansom | Director |
| C. Anthony Shippam | Director, Executive |
| James A. West, Iv | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Wilmington, DE, 19801