Form D · Commercial

Viking Partners Naples, LLC

Cincinnati, OH · CIK 0001995713

Offering snapshot reported Sep 29, 2023 · SEC filing

Reported sold
$12.6M
Offering amount: $12.6M
Investors reported
26
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Sep 5, 2023
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
Sep 29, 2023Initial$12,635,000No comparison26SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-493483

Source: Form D, filed Sep 29, 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

VIKING PARTNERS NAPLES, LLC

Investment adviser: VIKING PARTNERS ADVISORS, LLC

Gross asset value
$50.7M
Beneficial owners
26
ADV minimum commitment
$250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE & TOUCHE LLP CINCINNATI, Ohio, United States
Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, 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

DELOITTE & TOUCHE LLP
PCAOB 34

Filing source

Form ADV 2084866 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6286659138

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
Bret A. Caller Executive
Steven P. Miller Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
8044 Montgomery Road Suite 600
Cincinnati, OH, 45236