Form D · Other Investment Fund

Sundance Debt Partners, LP

Salt Lake City, UT · CIK 0001754520

Offering snapshot reported Oct 29, 2026 · SEC filing

Reported sold
$1.28B
Indefinite offering
Investors reported
2,842
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Oct 1, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$641M$1.28BOct 16, 2018: $2,010,000.00Oct 16, 2018Dec 21, 2018: $2,010,000.00Feb 19, 2020: $307,798,908.00Mar 18, 2021: $383,018,648.00Apr 15, 2022: $653,534,003.00Oct 28, 2022: $831,625,664.00Oct 31, 2023: $948,614,617.00Oct 30, 2024: $1,154,999,906.00Oct 29, 2025: $1,214,931,029.00Oct 29, 2026: $1,281,637,582.00Oct 29, 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$1,154,999,906 → $1,281,637,582
  • Reported investors2,297 → 2,842

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 29, 2026Amendment$1,281,637,582$126,637,676vs Oct 30, 20242,842SEC filing
Oct 29, 2025Amendment$1,214,931,029$59,931,123vs Oct 30, 20242,425SEC filing
Oct 30, 2024Amendment$1,154,999,906$206,385,289vs Oct 31, 20232,297SEC filing
Oct 31, 2023Amendment$948,614,617$116,988,953vs Oct 28, 20222,177SEC filing
Oct 28, 2022Amendment$831,625,664$178,091,661vs Apr 15, 20221,815SEC filing
Apr 15, 2022Amendment$653,534,003$270,515,355vs Mar 18, 20211,697SEC filing
Mar 18, 2021Amendment$383,018,648$75,219,740vs Feb 19, 20201,169SEC filing
Feb 19, 2020Amendment$307,798,908$305,788,908vs Dec 21, 2018981SEC filing
Dec 21, 2018Amendment$2,010,000$0vs Oct 16, 2018356SEC filing
Oct 16, 2018Initial$2,010,000No comparison356SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
Yes
Sales commissions
$3.34M (estimated)
Finders' fees
$0
Form D file number
021-323618
At formation of this fund, $92,015,711 of additional interests in the Issuer were issued as described in Item 10.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Sunbelt Securities, Inc.000042180
Old City Securities LLC000171910
Orchard Securities000133378
Arete Wealth Management, LLC000044856
Rainmaker Securities, LLC000132995
Calamar Financial Group, LLC000283992Jeremy Bach · CRD 005542392

Source: Form D, filed Oct 29, 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

SUNDANCE DEBT PARTNERS, LP

Investment adviser: SUNDANCE BAY INVESTMENT MANAGER, LLC

Gross asset value
$512M
Beneficial owners
1,390
ADV minimum commitment
$250K

Reported in Form ADV on Oct 13, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG, LLP IRVINE, California, United States
Custodian WELLS FARGO BANK, N.A. SALT LAKE CITY, Utah, United States Related to adviser: No
Marketer ARETE WEALTH MANAGEMENT, LLC CHICAGO, Illinois, United States Related to adviser: No
Marketer BRT GLOBAL 4 LEMON ST, EIN VERED, Israel Related to adviser: No
Marketer CALAMAR FINANCIAL GROUP, LLC WHEATFIELD, New York, United States Related to adviser: No
Marketer OLD CITY SECURITIES LLC CEDARHURST, New York, United States Related to adviser: No
Marketer ORCHARD SECURITIES, LLC PLEASANT GROVE, Utah, United States Related to adviser: No
Marketer RAINMAKER SECURITIES, LLC LOS ANGELES, California, United States Related to adviser: No
Marketer SUNBELT SECURITIES HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG, LLP
PCAOB 185

ARETE WEALTH MANAGEMENT, LLC
CRD 44856 · SEC 8-50854

CALAMAR FINANCIAL GROUP, LLC
CRD 283992 · SEC 8-69777

OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488

ORCHARD SECURITIES, LLC
CRD 133378 · SEC 8-66719

RAINMAKER SECURITIES, LLC
CRD 132995 · SEC 8-66667

SUNBELT SECURITIES
CRD 42180 · SEC 801-71479

Filing source

Form ADV 1680452 · Oct 13, 2022 · Schedule D 7.B.(1), fund 805-4527481289

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
Ryan Baughman Executive
Mike Nixon Executive, Promoter
Stan Ricks Executive, Promoter
N/A Sdp Management, Llc Executive
Sdp Management, Llc Executive
. Sundance Bay Investment Manager, Llc Executive
N/A Sundance Bay Sdp Gp Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1240 E. 2100 S. Suite #300
Salt Lake City, UT, 84106