Form D · Private Equity Fund

Tortoise Direct Opportunities Fund, LP

Leawood, KS · CIK 0001677319

Offering snapshot reported Jun 21, 2016 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 21, 2016	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-265506

Source: Form D, filed Jun 21, 2016. 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

TORTOISE DIRECT OPPORTUNITIES FUND, LP

Investment adviser: TORTOISE CAPITAL ADVISORS, L.L.C.

Gross asset value: $0
Beneficial owners: 0
ADV minimum commitment: $1M

Reported in Form ADV on Jan 26, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor ERNST & YOUNG, LLP KANSAS CITY, Missouri, United States

Custodian U.S. BANK NATIONAL ASSOCIATION 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

ERNST & YOUNG, LLP
PCAOB 42

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Filing source

Form ADV 1705614 · Jan 26, 2023 · Schedule D 7.B.(1), fund 805-1080049994

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Tortoise Direct Opportunities Fund, LP (this fund)	Jun 21, 2016	Yet to sell	0
Tortoise Direct Opportunities Fund II, LP	Mar 26, 2018	$59,950,000	42

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
Name	Reported role
Michelle Kelly	Director
Kyle Krueger	Director
Connie Savage	Director
N/A Tortoise Direct Opportunities Gp Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

11550 Ash Street, Suite 300
Leawood, KS, 66211