Form D · Other Investment Fund
Vested 2024 Summer Opportunity Fund, LP
Weston, FL · CIK 0002039664
Offering snapshot reported Sep 30, 2025 · SEC filing
- Reported sold
- $11M Indefinite offering
- Investors reported
- 57 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 25, 2024 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 30, 2025 | Initial | $10,960,000 | No comparison | 57 | SEC filing |
| Jul 14, 2025 | Amendment | $5,660,000 | $150,000vs Dec 18, 2024 | 44 | SEC filing |
| Dec 18, 2024 | Amendment | $5,510,000 | $1,250,000vs Nov 4, 2024 | 43 | SEC filing |
| Nov 4, 2024 | Amendment | $4,260,000 | $950,000vs Oct 8, 2024 | 35 | SEC filing |
| Oct 8, 2024 | Initial | $3,310,000 | No comparison | 22 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-559261
Source: Form D, filed Sep 30, 2025. 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 2024 SUMMER OPPORTUNITY FUND, LP
Investment adviser: VESTED INVESTMENT MANAGEMENT, LLC
- Gross asset value
- $7.61M
- Beneficial owners
- 43
- 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
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 805-3423297631
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 |
|---|---|
| Inc Vested | Executive |
| Llc Vested 2024 Summer Opportunity Fund Manager | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Weston, FL, 33327