Form D · Hedge Fund

Veritable LB Partners, L.P.

Newtown Square, PA · CIK 0001690865

Offering snapshot reported Mar 8, 2017 · SEC filing

Reported sold
$29.5M
Indefinite offering
Investors reported
52
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jul 1, 2014
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
Mar 8, 2017Initial$29,487,810No comparison52SEC 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
021-282029

Source: Form D, filed Mar 8, 2017. 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

VERITABLE LB PARTNERS, L.P.

Investment adviser: VERITABLE LP

Gross asset value
$948K
Beneficial owners
52
ADV minimum commitment
$1M

Reported in Form ADV on Mar 29, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LLP PHILADELPHIA, Pennsylvania, United States
Custodian PNC BANK, NA PHILADELPHIA, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Filing source

Form ADV 1296748 · Mar 29, 2019 · Schedule D 7.B.(1), fund 805-7606107292

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
Timothy Michael Alles Executive
Dennis J. Ersin Executive
Charles Paxson Keates Executive
Michael Aaron Stolper Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6022 West Chester Pike
Newtown Square, PA, 19073