Form D · Pooled Investment Fund

Trinity X Side-By-Side Fund, L.P.

Menlo Park, CA · CIK 0001459208

Offering snapshot reported Mar 23, 2009 · SEC filing

Reported sold
$1.5M
Offering amount: $1.5M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
Mar 23, 2009Initial$1,500,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-128376

Source: Form D, filed Mar 23, 2009. 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

TRINITY X SIDE-BY-SIDE FUND, L.P.

Investment adviser: TVL MANAGEMENT CORPORATION

Gross asset value
$381K
Beneficial owners
7
ADV minimum commitment
$100K

Reported in Form ADV on May 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG SAN FRANCISCO, California, United States
Custodian BANK OF AMERICA WALNUT CREEK, California, United States Related to adviser: No
Custodian JPMORGAN CHASE SAN FRANCISCO, California, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG
PCAOB 185

BANK OF AMERICA
LEI 9DJT3UXIJIZJI4WXO774

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999 · LEI U4ONQX15J3RO8XCKE979

Filing source

Form ADV 2101369 · May 5, 2026 · Schedule D 7.B.(1), fund 805-6253807813

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
Ajay Chopra Promoter
Noel J. Fenton Promoter
Timothy P. Mc Adam Promoter
Kathleen A. Murphy Promoter
Patricia E. Nakache Promoter
Lawrence K. Orr Promoter
Augustus O. Tai Promoter
(None) Trinity Tvl X, Llc Promoter
(None) Tvl Management Corporation Promoter
Fred Wang Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3000 Sand Hill Road Building 4, Suite 160
Menlo Park, CA, 94025