Form D · Other Investment Fund
Velocis Secondary 2020-1, LP
Dallas, TX · CIK 0001843024
Offering snapshot reported Feb 1, 2021 · SEC filing
- Reported sold
- $8.12M Offering amount: $8.12M
- Investors reported
- 27 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Dec 31, 2020 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 1, 2021 | Initial | $8,120,000 | No comparison | 27 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-387974
Source: Form D, filed Feb 1, 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
VELOCIS SECONDARY 2020-1, LP
Investment adviser: VELOCIS MANAGEMENT, LLC
- Gross asset value
- $7.71M
- Beneficial owners
- 42
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 19, 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
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
JPMORGAN CHASE BANK
LEI 5493000FN178SW540N88
Filing source
Form ADV 2067360 · Mar 19, 2026 · Schedule D 7.B.(1), fund 805-7716925688
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 |
|---|---|
| W. Frederick Hamm | Executive |
| Michael Lewis | Executive |
| David E. Seifert | Executive |
| Paul R. Smith | Executive |
| N/A Velocis Management, Llc | Director |
| N/A Velocis Secondary 2020 1 Gp, Lp | Director |
| N/A Velocis Secondary Ugp, Llc | Director |
| James E. Yoder | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75201