Form D · Private Equity Fund

SFM Opportunities VII, L.P.

Norfolk, VA · CIK 0001795121

Offering snapshot reported Dec 2, 2019 · SEC filing

Reported sold
$40M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Nov 6, 2019
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
Dec 2, 2019Initial$40,000,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-354525

Source: Form D, filed Dec 2, 2019. 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

SFM OPPORTUNITIES VII, L.P.

Investment adviser: SIGNATURE FINANCIAL MANAGEMENT INC

Gross asset value
$87.6M
Beneficial owners
64
ADV minimum commitment
$250K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KEITER GLEN ALLEN, Virginia, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KEITER
PCAOB 80

CHARLES SCHWAB & CO., INC.
SEC 8-16514

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Filing source

Form ADV 2074686 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-6502625656

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
David Michael Churchill Executive
Michael David Hankin Executive
Amy Mc Clure Executive
Brett David Rogers Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
101 W. Main Street, Suite 700
Norfolk, VA, 23510