Form D · Private Equity Fund

SFW Captify Co-Invest, L.P.

Rye, NY · CIK 0001868345

Offering snapshot reported Mar 8, 2024 · SEC filing

Reported sold: $270K
Investors reported: 14
Minimum accepted: $0
First sale: Mar 1, 2024

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
Mar 8, 2024	Initial	$270,304	No comparison	14	SEC filing
Jul 9, 2021	Initial	$3,000,000	No comparison	Not reported	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-507128

The General Partner reserves the right to offer a lesser amount of limited partner interests.

Source: Form D, filed Mar 8, 2024. 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

SFW CAPTIFY CO-INVEST, L.P.

Investment adviser: SFW CAPITAL PARTNERS, L.P.

Gross asset value: $651K
Beneficial owners: 22
ADV minimum commitment: $0

Reported in Form ADV on May 8, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator LEVERPOINT MANAGEMENT LLC CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP STAMFORD, Connecticut, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, 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

EISNERAMPER LLP
PCAOB 274

FIRST REPUBLIC BANK
LEI 549300JNTZTF40KCOF79

Filing source

Form ADV 1988386 · May 8, 2025 · Schedule D 7.B.(1), fund 805-1274724473

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
Name	Reported role
Roger C. Freeman	Executive, Promoter
Thomas Salice	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

22 Elm Place 3 Rd Floor
Rye, NY, 10580