Form D · Private Equity Fund

Vortus-Foreland PE, LLC

Fort Worth, TX · CIK 0001676996

Offering snapshot reported Jun 15, 2016 · SEC filing

Reported sold
$8.15M
Offering amount: $8.15M
Investors reported
13
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 31, 2016
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
Jun 15, 2016Initial$8,150,000No comparison13SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-265113

Source: Form D, filed Jun 15, 2016. 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

VORTUS - FORELAND PE, LLC

Investment adviser: VORTUS INVESTMENT ADVISORS, LLC

Gross asset value
$6M
Beneficial owners
13
ADV minimum commitment
$10K

Reported in Form ADV on Jun 6, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER & TIDWELL FORT WORTH, Texas, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA 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

WEAVER & TIDWELL
PCAOB 410

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 1996144 · Jun 6, 2025 · Schedule D 7.B.(1), fund 805-1134996263

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
Brian Crumley Executive
Jeffrey W. Miller Executive
N/A Vifw Gp, Lp Director
N/A Vortus Investment Holdings, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
407 Throckmorton St, Suite 560
Fort Worth, TX, 76102