Form D · Other Investment Fund
UP Fund, L.P.
Boston, MA · CIK 0001798187
Offering snapshot reported Aug 16, 2021 · SEC filing
- Reported sold
- $49.9M Offering amount: $55M
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 16, 2021 | Amendment | $49,900,000 | No comparison | Not reported | SEC filing |
| Dec 1, 2020 | Amendment | $35,800,000 | $13,450,000vs Jan 2, 2020 | 22 | SEC filing |
| Jan 2, 2020 | Initial | $22,350,000 | No comparison | 10 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-356996
Source: Form D, filed Aug 16, 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
UP FUND, L.P.
Investment adviser: SF ADVISORS, LLC
- Gross asset value
- $33.4M
- Beneficial owners
- 30
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 31, 2026. 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
BDO USA, LLP
PCAOB 243
WILMINGTON TRUST, N.A.
LEI 254900K52ZHF2PEQE649
Filing source
Form ADV 2077175 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6546399107
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 |
|---|---|
| Navjeet Bal | Executive |
| Tracy Palandjian | Executive |
| N/A Social Finance, Inc. | Executive |
| N/A Up Fund Gp, Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02110