Form D · Pooled Investment Fund

Southfield Protos Annex Fund, LP

Greenwich, CT · CIK 0001871628

Offering snapshot reported Jul 9, 2021 · SEC filing

Reported sold
Yet to sell
Offering amount: $145M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 9, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-405659

Source: Form D, filed Jul 9, 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

SOUTHFIELD PROTOS ANNEX FUND, LP

Investment adviser: SOUTHFIELD CAPITAL LP

Gross asset value
$242M
Beneficial owners
21
ADV minimum commitment
$200K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ZOOK DINON PA MOORESTOWN, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHN REZNICK LLP HARTFORD, Connecticut, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Marketer ATLANTIC - PACIFIC CAPITAL, INC. STAMFORD, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

COHN REZNICK LLP
PCAOB 596

ATLANTIC - PACIFIC CAPITAL, INC.
CRD 38356 · SEC 8-48198

Filing source

Form ADV 2045811 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8895055138

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
A. Andrew Levison Executive
Southfield Capital Iii Gp Llc Director
Southfield Protos Gp, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Southfield Capital, Llc 140 Greenwich Ave, 4th Floor
Greenwich, CT, 06830