Form D · Other Investment Fund
St. Joseph Plan - Fund I, LP
San Francisco, CA · CIK 0002081745
Offering snapshot reported Sep 12, 2025 · SEC filing
- Reported sold
- Yet to sell Offering amount: $30M
- 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 12, 2025 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-557364
Source: Form D, filed Sep 12, 2025. 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
ST. JOSEPH PLAN - FUND I, LP
Investment adviser: CARRICK CAPITAL MANAGEMENT COMPANY, LLC
- Gross asset value
- $5.78M
- Beneficial owners
- 5
- ADV minimum commitment
- $500K
Reported in Form ADV on Mar 30, 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
BDO USA, LLP
PCAOB 243
CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Filing source
Form ADV 2080831 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-5079746395
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 |
|---|---|
| N/A Abbey Group Cmp, Llc | Promoter |
| N/A Carrick Capital Management Company Llc | Promoter |
| N/A Carrick Sjp Management Partners, Llc | Promoter |
| Robert Shane Giblin | Executive |
| James C. Madden, V | Director |
| Marc F. Mc Morris | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94111