Form D · Hedge Fund
UFD Capital Value Fund, LP
Jasper, IN · CIK 0001867569
Offering snapshot reported Jul 21, 2025 · SEC filing
- Reported sold
- $1.25M Indefinite offering
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 15, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 21, 2025 | Initial | $1,250,000 | No comparison | 3 | SEC filing |
| Sep 18, 2024 | Initial | $1,250,000 | No comparison | 3 | SEC filing |
| Jun 20, 2023 | Amendment | $1,250,000 | $300,000vs Jun 22, 2022 | 3 | SEC filing |
| Jun 22, 2022 | Initial | $950,000 | No comparison | 3 | SEC filing |
| Jun 22, 2022 | Amendment | $950,000 | $0vs Jun 22, 2022 | 3 | SEC filing |
| Jun 21, 2022 | Initial | $950,000 | No comparison | 3 | SEC filing |
| Jun 22, 2021 | Initial | Yet to sell | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-552297
Source: Form D, filed Jul 21, 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
UFD CAPITAL VALUE FUND, LP
Investment adviser: UFD CAPITAL, LLC
- Gross asset value
- $950K
- Beneficial owners
- 3
- ADV minimum commitment
- $100K
Reported in Form ADV on Jan 18, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO., LLP
PCAOB 673
INTERACTIVE BROKERS LLC
SEC 8-47257
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Filing source
Form ADV 1815503 · Jan 18, 2024 · Schedule D 7.B.(1), fund 805-3560808091
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 |
|---|---|
| Ufd Capital, Llc | Executive, Promoter |
| N/A Ufd Capital, Llc | Executive, Promoter |
| Ufd Capital, Llc Ufd Capital, Llc | Executive, Promoter |
| Logan Young | Executive, Promoter |
| Craig Young | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Jasper, IN, 47546