Form D · Venture Capital Fund

SurgePoint Angel Fund, LP

New York, NY · CIK 0002008111

Offering snapshot reported Jan 3, 2025 · SEC filing

Reported sold
$25M
Indefinite offering
Investors reported
12
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Feb 20, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 12

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 3, 2025Amendment$25,000,000No comparison12SEC filing
Jan 16, 2024AmendmentYet to sellNo comparison0SEC filing
Jan 12, 2024InitialYet to sellNo comparison0SEC filing
Jan 12, 2024AmendmentYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-502351

Source: Form D, filed Jan 3, 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

SURGEPOINT ANGEL FUND, LP

Investment adviser: SURGEPOINT CAPITAL LLC

Gross asset value
$25.3M
Beneficial owners
12
ADV minimum commitment
$500K

Reported in Form ADV on Feb 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2056030 · Feb 19, 2026 · Schedule D 7.B.(1), fund 805-8880645762

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
Jacob Snider Executive
N/A Surge Point Capital Gp, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
228 Park Ave S Suite 73743
New York, NY, 10003