Form D · Other Investment Fund

USB Focus Fund XXIII, LLC

Lincoln, MA · CIK 0001480234

Offering snapshot reported Feb 9, 2010 · SEC filing

Reported sold
$13.4M
Offering amount: $13.4M
Investors reported
95
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jan 13, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.69M$13.4MJan 26, 2010: $5,650,000.00Jan 26, 2010Feb 9, 2010: $13,375,000.00Feb 9, 2010

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$5,650,000 → $13,375,000
  • Reported investors44 → 95

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 9, 2010Amendment$13,375,000$7,725,000vs Jan 26, 201095SEC filing
Jan 26, 2010Initial$5,650,000No comparison44SEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-138183
Commissions and finders' fees will be payable by the Company in which USB Focus Fund XXIII, LLC will invest.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
U.S. Boston Capital Corporation5251

Source: Form D, filed Feb 9, 2010. 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 XXIII, LLC

Investment adviser: PEAR TREE PARTNERS, LP

Gross asset value
$1
Beneficial owners
39
ADV minimum commitment
$50K

Reported in Form ADV on Sep 22, 2026. 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 2120226 · Sep 22, 2026 · Schedule D 7.B.(1), fund 805-6510990704

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
Kathryn Collings Laing Executive
N/A Pear Tree Partners, L.P. Executive
Willard Umphrey Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O U.S. Boston Capital Corporation 55 Old Bedford Road, Suite 202
Lincoln, MA, 01773