Form D · Other Investment Fund
South Coast Co-Investment Holdings LLC
Houston, TX · CIK 0001898448
Offering snapshot reported Dec 28, 2021 · SEC filing
- Reported sold
- $54.5M Indefinite offering
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 13, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 28, 2021 | Initial | $54,500,000 | No comparison | 18 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $1.64M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-426870
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Aviditi Financial, LLC | 309026 | Aviditi Financial, LLC · CRD 309026 |
Source: Form D, filed Dec 28, 2021. 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
SOUTH COAST CO-INVESTMENT HOLDINGS LLC
Investment adviser: PLATFORM PARTNERS LLC
- Gross asset value
- $84.2M
- Beneficial owners
- 15
- ADV minimum commitment
- $1M
Reported in Form ADV on Sep 29, 2026. 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
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
WEAVER AND TIDWELL, L.L.P
PCAOB 410
AVIDITI FINANCIAL, LLC
CRD 309026 · SEC 8-70523
Filing source
Form ADV 2135604 · Sep 29, 2026 · Schedule D 7.B.(1), fund 805-3072967453
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 |
|---|---|
| Frederick W. Brazelton | Executive |
| Frederick R. Lummis | Executive |
| Bradley L. Morgan | Executive |
| Nick Nebard | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Houston, TX, 77027