Form D · Other Investment Fund

USB Focus Fund Suvie 1, LLC

Lincoln, MA · CIK 0001976130

Offering snapshot reported May 2, 2023 · SEC filing

Reported sold
Yet to sell
Offering amount: $3M
Investors reported
0
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 2, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$180K (estimated)
Finders' fees
$0
Form D file number
021-480609
Approximate amount of cash paid by the entity in which the Issuer is investing, assuming Total Offering Amount is sold. Does not include out-of-pocket expense reimbursements.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
U.S. Boston Capital Corporation5251

Source: Form D, filed May 2, 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

USB FOCUS FUND SUVIE LLC

Investment adviser: PEAR TREE PARTNERS, LP

Gross asset value
$190K
Beneficial owners
13
ADV minimum commitment
$25K

Reported in Form ADV on Sep 18, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor EISNERAMPER LLP BOSTON, Massachusetts, United States
Custodian SILICON VALLEY BANK - FIRST CITIZENS BANK BOSTON, Massachusetts, United States Related to adviser: No
Marketer U. S. BOSTON CAPITAL CORPORATION LINCOLN, Massachusetts, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

EISNERAMPER LLP
PCAOB 274

SILICON VALLEY BANK - FIRST CITIZENS BANK
LEI 0001172928

U. S. BOSTON CAPITAL CORPORATION
CRD 5251 · SEC 8-15885

Filing source

Form ADV 2016966 · Sep 18, 2025 · Schedule D 7.B.(1), fund 805-9395221343

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
William Beckett Executive
John Mc Clellan Executive
Leon Okurowski Executive
Caleb Powers Executive
Willard Umphrey Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
55 Old Bedford Road
Lincoln, MA, 01773