Form D · Other Investment Fund

UCV BERK, LP

San Francisco, CA · CIK 0002102113

Offering snapshot reported Feb 9, 2026 · SEC filing

Reported sold
Yet to sell
Indefinite offering
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 9, 2026InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-572936
This offering is being made in parallel with a Reg S offering. The Total Offering Amount expected to be sold in the Reg D offering is indeterminate at this time.
5% placement fee of the invested capital by each applicable Reg D investor will be paid to the Associated Broker Dealer. Total amount is indeterminate at this time.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
More than five (5) Associated PersonsNoneGolden Gate Global Financial, LLC (d/b/a 3G Financial) · CRD 317740

Source: Form D, filed Feb 9, 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

UCV BERK, LP

Investment adviser: UC VENTURES, LLC

Gross asset value
$6.3M
Beneficial owners
5
ADV minimum commitment
$100K

Reported in Form ADV on Feb 12, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HC GLOBAL FUND SERVICES, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SINGERLEWALK LLP SAN JOSE, California, United States
Custodian CUSTOMERS BANK NEW YORK, New York, United States Related to adviser: No
Marketer 3G FINANCIAL CHICAGO, Illinois, United States Related to adviser: Yes
Marketer GOLDEN SUNSHINE OVERSEAS SERVICE, LTD APIA, Samoa Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

SINGERLEWALK LLP
PCAOB 367

3G FINANCIAL
CRD 317740 · SEC 8-70903

Filing source

Form ADV 2049332 · Feb 12, 2026 · Schedule D 7.B.(1), fund 805-2625733715

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
Mark Jorgensen Executive, Promoter
Steven Kay Executive, Promoter
A Delaware Limited Liability Company Ucv Berk Gp, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1 Sansome Street, Suite 2080
San Francisco, CA, 94104