Form D · Private Equity Fund

Vested 2023 Summer Opportunity Fund, LP

Weston, FL · CIK 0001989252

Offering snapshot reported Nov 27, 2023 · SEC filing

Reported sold
$7.15M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 25, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.58M$7.15MAug 8, 2023: $6,200,000.00Aug 8, 2023Nov 27, 2023: $7,150,000.00Nov 27, 2023

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$6,200,000 → $7,150,000
  • Reported investors1 → 5

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 27, 2023Amendment$7,150,000$950,000vs Aug 8, 20235SEC filing
Aug 8, 2023Initial$6,200,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-489085

Source: Form D, filed Nov 27, 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

VESTED 2023 SUMMER OPPORTUNITY FUND, LP

Investment adviser: VESTED INVESTMENT MANAGEMENT, LLC

Gross asset value
$16.2M
Beneficial owners
5
ADV minimum commitment
$0

Reported in Form ADV on Jul 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator KRANZ CONSULTING SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CBIZ CPAS P.C. KANSAS CITY, Missouri, United States
Custodian JPMORGAN CHASE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CBIZ CPAS P.C.
PCAOB 199

Filing source

Form ADV 2118566 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-9996769085

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
Inc Vested Executive
Llc Vested 2023 Summer Opportunity Fund Manager Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1304 Chenille Cir
Weston, FL, 33327