Form D · Other Investment Fund

Spectrum Value Partners, LP

Spring Lake, NJ · CIK 0001914622

Offering snapshot reported Mar 10, 2026 · SEC filing

Reported sold
$18M
Indefinite offering
Investors reported
17
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 3, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.99M$18MMar 8, 2022: $16,000,000.00Mar 8, 2022Mar 9, 2023: $16,150,000.00Mar 9, 2023Mar 8, 2024: $16,150,000.00Mar 8, 2024Mar 10, 2025: $16,254,500.00Mar 10, 2025Mar 10, 2026: $17,973,500.00Mar 10, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$16,254,500 → $17,973,500
  • Reported investors14 → 17

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 10, 2026Amendment$17,973,500$1,719,000vs Mar 10, 202517SEC filing
Mar 10, 2025Amendment$16,254,500$104,500vs Mar 8, 202414SEC filing
Mar 8, 2024Amendment$16,150,000$0vs Mar 9, 202314SEC filing
Mar 9, 2023Amendment$16,150,000$150,000vs Mar 8, 202214SEC filing
Mar 8, 2022Initial$16,000,000No comparison13SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-436339

Source: Form D, filed Mar 10, 2026. 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

SPECTRUM VALUE PARTNERS, L.P.

Investment adviser: CLEAR HARBOR ASSET MANAGEMENT, LLC

Gross asset value
$28.1M
Beneficial owners
17
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 SEI GLOBAL SERVICES, INC OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP DALLAS, Texas, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

PERSHING LLC
SEC 8-17574

PERSHING LLC
CRD 7560 · SEC 8-17574

Filing source

Form ADV 2079225 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-8176256869

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
Joseph Rizzo Executive, Promoter
Spectrum Value Partners, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Spectrum Value Partners, Llc 321 Tuttle Avenue
Spring Lake, NJ, 07762