Form D · Other Investment Fund

Sovereigns AMTS LP

Raleigh, NC · CIK 0001948906

Offering snapshot reported Oct 5, 2022 · SEC filing

Reported sold
$21.5M
Indefinite offering
Investors reported
27
Form D · investor count
Minimum accepted
$212K
Reported outside-investor minimum
First sale
Sep 13, 2022
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
Oct 5, 2022Initial$21,500,000No comparison27SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-460835

Source: Form D, filed Oct 5, 2022. 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

SOVEREIGN'S AMTS, LP

Investment adviser: SOVEREIGN'S CAPITAL MANAGEMENT, LLC

Gross asset value
$116M
Beneficial owners
26
ADV minimum commitment
$212K

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 APEX FUND SERVICES (CANADA) LTD. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRASSI & CO., CPAS, P.C. NEW YORK, New York, United States
Custodian CITIZEN PRIVATE BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian FIRST SOUTHERN NATIONAL BANK STANFORD, Kentucky, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, 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

GRASSI & CO., CPAS, P.C.
PCAOB 606

CITIZEN PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80

FIRST SOUTHERN NATIONAL BANK
LEI 549300C853H86L248593

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2073966 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-5565637684

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
N/A Sovereign's Gp Lmm Ii, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
310 S. West St #100
Raleigh, NC, 27603