Form D · Private Equity Fund

SunBridge Partners JJV Fund, L.P.

Beachwood, OH · CIK 0001586515

Offering snapshot reported Oct 29, 2014 · SEC filing

Reported sold
$7.47M
Offering amount: $10M
Investors reported
23
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Oct 31, 2013
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 23
  • Minimum accepted$500,000 → $50,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 29, 2014Amendment$7,470,000No comparison23SEC filing
Oct 30, 2013InitialYet to sellNo comparison0SEC 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
021-205483
The General Partner or an affiliate will receive an advisory fee payable by the Issuer upon the initial drawdown of capital. The advisory fee will generally be equal to a percentage of commitments as specified in the Issuer's partnership agreement.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
North South Capital, LLC148458
Pickwick Capital Partners, LLC130672

Source: Form D, filed Oct 29, 2014. 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

SUNBRIDGE PARTNERS JJV FUND, L.P.

Investment adviser: SUNBRIDGE PARTNERS, INC.

Gross asset value
$4.2M
Beneficial owners
26
ADV minimum commitment
$50K

Reported in Form ADV on Oct 2, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MARCUM LLP FAIRLAWN, Ohio, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MARCUM LLP
PCAOB 2648

Filing source

Form ADV 1905130 · Oct 2, 2024 · Schedule D 7.B.(1), fund 805-9770746625

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
Miner Allen Director
Aruna Basnayake Director
Ken Ehrhart Director
John Gannon Director
Paul Grim Director
N/A Sun Bridge Partners Jjv Gp, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3659 Green Road, Suite 118
Beachwood, OH, 44122