Form D · Venture Capital Fund

Union Grove Partners 2021, LP

Chapel Hill, NC · CIK 0001858438

Offering snapshot reported Oct 7, 2021 · SEC filing

Reported sold
Yet to sell
Offering amount: $200M
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

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 7, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C, 3C.1, 06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-416037

Source: Form D, filed Oct 7, 2021. 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

UNION GROVE PARTNERS 2021, LP

Investment adviser: UGVP MANAGEMENT, LLC

Gross asset value
$47.6M
Beneficial owners
26
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TMF GROUP CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG GRAND CAYMAN, Cayman Islands
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED JACKSONVILLE, Florida, United States Related to adviser: No
Custodian STIFEL FINANCIAL CORP. ST. LOUIS, Missouri, 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

KPMG
PCAOB 1323

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

Filing source

Form ADV 2083518 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4010511904

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
Gregory Bohlen Director
Patrick Cairns Director
John Spilman, V Director
N/A Union Grove Venture Partners 2021, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
301 West Barbee Chapel Road, Suite 220
Chapel Hill, NC, 27517