Form D · REITS and Finance

Sundance Bay Debt Opportunity Fund, L.P.

Salt Lake City, UT · CIK 0001929368

Offering snapshot reported May 17, 2022 · SEC filing

Reported sold
$53.1M
Indefinite offering
Investors reported
88
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Apr 29, 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
May 17, 2022Initial$53,105,396No comparison88SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1, 3C.5, 3C.6
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$3.75K
Form D file number
021-445901

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Old City Securities LLC171910

Source: Form D, filed May 17, 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

TOWNSQUARE SUNDANCE BAY OPPORTUNITY I, LLC

Investment adviser: TOWNSQUARE CAPITAL, LLC

Gross asset value
$10M
Beneficial owners
26
ADV minimum commitment
$100K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES DENVER, Colorado, United States
Custodian UMB MILWAUKEE, Wisconsin, 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

SPICER JEFFRIES
PCAOB 349

Filing source

Form ADV 2078442 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2979169563

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
Mike Nixon Executive
Matt Romney Executive
N/A Sundance Bay Debt Opportunity Fund I Gp, Llc Executive
Careina Williams Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
1240 East 2100 S Suite 300
Salt Lake City, UT, 84106