Form D · Hedge Fund

Universal Core Equity Fund LP

Parker, TX · CIK 0001488190

Offering snapshot reported Jan 17, 2023 · SEC filing

Reported sold
$6.75M
Indefinite offering
Investors reported
27
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Sep 1, 2010
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 27

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 17, 2023Amendment$6,747,231No comparison27SEC filing
Mar 29, 2010InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-140024

Source: Form D, filed Jan 17, 2023. 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

UNIVERSAL CORE EQUITY FUND LP

Investment adviser: UNIVERSAL CAPITAL LLC

Gross asset value
$22M
Beneficial owners
27
ADV minimum commitment
$50K

Reported in Form ADV on Feb 9, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BERKOWER LLC ISELIN, New Jersey, United States
Custodian TD AMERITRADE, INC. OMAHA, Nebraska, 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

BERKOWER LLC
PCAOB 217

TD AMERITRADE, INC.
SEC 8-23395

Filing source

Form ADV 1825156 · Feb 9, 2024 · Schedule D 7.B.(1), fund 805-3808209110

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
Saradind Ratakonda Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4912 Whisper Drive
Parker, TX, 75002