Form D · Other Investment Fund
UPI Coinvestment Fund I LP
Seattle, WA · CIK 0001633361
Offering snapshot reported Feb 12, 2015 · SEC filing
- Reported sold
- $5M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 28, 2015 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 |
|---|---|---|---|---|---|
| Feb 12, 2015 | Initial | $5,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $100K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-234026
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Macgregor Global Investments | 142978 |
Source: Form D, filed Feb 12, 2015. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Lynn Abulhosn | Executive |
| Ned Carner | Executive |
| Quentin Kuhrau | Executive |
| David Laird | Executive |
| Brian Pearce | Executive |
| Jim Rock | Executive |
| Jonas Sylvester | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1215 Fourth Avenue Suite 600
Seattle, WA, 98161
Seattle, WA, 98161