Form D · Private Equity Fund
Trivest Fund VII-B, L.P.
Coral Gables, FL · CIK 0001916856
Offering snapshot reported Apr 15, 2022 · SEC filing
- Reported sold
- Yet to sell Offering amount: $900M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 15, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-442172
Total Offering Amount and Total Remaining to be Sold include amounts of limited partner interests to be sold by the Issuer's parallel funds. The General Partner reserves the right to offer a greater or lesser amount of limited partner interests.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Shannon Advisors LLC | 150305 |
Source: Form D, filed Apr 15, 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
TRIVEST FUND VII-B, L.P.
Investment adviser: TRIVEST INVESTMENT ADVISORS, LLC
- Gross asset value
- $60.9M
- Beneficial owners
- 91
- ADV minimum commitment
- $250K
Reported in Form ADV on May 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON LLP
PCAOB 248
SHANNON ADVISORS LLC
CRD 150305 · SEC 8-68243
Filing source
Form ADV 2103266 · May 5, 2026 · Schedule D 7.B.(1), fund 805-4728144989
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.
| Name | Reported role |
|---|---|
| Brian Connell | Executive |
| Jon Elias | Executive |
| David Gershman | Executive |
| Jorge Gross, Jr. | Executive |
| Todd Jerles | Executive |
| Amir Mirheydar | Executive |
| Stephen Reynolds | Executive |
| Troy D. Templeton | Executive |
| Forest Wester | Executive |
| Andrew Russ Wilson | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Coral Gables, FL, 33146