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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 17, 2023 | Amendment | $6,747,231 | No comparison | 27 | SEC filing |
| Mar 29, 2010 | Initial | Yet to sell | No comparison | 0 | SEC 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
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.
| Name | Reported role |
|---|---|
| Saradind Ratakonda | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Parker, TX, 75002