Form D · Private Equity Fund

UPA Investors LP

Los Angeles, CA · CIK 0001859233

Offering snapshot reported Dec 30, 2022 · SEC filing

Reported sold
$77.7M
Indefinite offering
Investors reported
28
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 16, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$38.8M$77.7MApr 27, 2021: $65,234,000.00Apr 27, 2021Dec 30, 2022: $77,692,948.00Dec 30, 2022

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$65,234,000 → $77,692,948
  • Reported investors24 → 28

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 30, 2022Amendment$77,692,948$12,458,948vs Apr 27, 202128SEC filing
Apr 27, 2021Initial$65,234,000No comparison24SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-397347

Source: Form D, filed Dec 30, 2022. 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

UPA INVESTORS, LP

Investment adviser: TRITON PACIFIC HEALTHCARE PARTNERS, LLC

Gross asset value
$212M
Beneficial owners
30
ADV minimum commitment
$100K

Reported in Form ADV on Jul 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor CHERRY BEKAERT LLP RALEIGH, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

CHERRY BEKAERT LLP
PCAOB 677

Filing source

Form ADV 2115253 · Jul 2, 2026 · Schedule D 7.B.(1), fund 805-5683605514

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
Xxxvii Llc Tpcp Investment Director
Capital Partners Llc Triton Pacific Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6701 Center Drive West Suite 1450
Los Angeles, CA, 90045