Form D · Other Investment Fund
VII Peaks-KBR Co-Optivist B Fund I, LLC
Palo Alto, CA · CIK 0001518254
Offering snapshot reported Jun 29, 2012 · SEC filing
- Reported sold
- Yet to sell Offering amount: $15M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $20K Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Jun 29, 2012 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 2, 2011 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $750K
- Finders' fees
- $0
- Form D file number
- 021-159141
Source: Form D, filed Jun 29, 2012. 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
VII PEAKS - KBR CO-OPTIVIST B FUND I LLC
Investment adviser: VII PEAKS CAPITAL LLC
- Gross asset value
- $1.13M
- Beneficial owners
- 98
- ADV minimum commitment
- $20K
Reported in Form ADV on Aug 5, 2019. 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
- No
- External marketing
- No
WEAVER & TIDWELL LLP
PCAOB 410
Filing source
Form ADV 1338277 · Aug 5, 2019 · Schedule D 7.B.(1), fund 805-1771497639
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 |
|---|---|
| Gurpreet S. Chandhoke | Director, Executive |
| Stephen J. Davis | Director, Executive |
| Quinlan D. Fang | Director, Executive |
| Radhakrishnan Giroh | Director, Executive |
| Vinay Kumar | Director, Executive |
| Bhavin Shah | Director, Executive |
| Stephen F. Shea | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Palo Alto, CA, 94301