Form D · Private Equity Fund
Speyside Equity Opportunity Fund LP
Ann Arbor, MI · CIK 0001985138
Offering snapshot reported Aug 14, 2023 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 14, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-489590
Placement Agent fees are to be paid based upon an established fee schedule. Such fees are offset dollar for dollar against management fees payable by the Issuer, and will not be an additional expenditure.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Jefferies LLC | 2347 |
Source: Form D, filed Aug 14, 2023. 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
SPEYSIDE EQUITY OPPORTUNITY FUND LP
Investment adviser: SPEYSIDE EQUITY ADVISERS LLC
- Gross asset value
- $467M
- Beneficial owners
- 14
- ADV minimum commitment
- $0
Reported in Form ADV on Aug 13, 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
- Yes
- External marketing
- No
PLANTE MORAN
PCAOB 6581
Filing source
Form ADV 2123731 · Aug 13, 2026 · Schedule D 7.B.(1), fund 805-5867436482
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 |
|---|---|
| Kevin Daugherty | Director, Executive |
| Nicholas Lardo | Director, Executive |
| Eric Wiklendt | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Ann Arbor, MI, 48105