Form D · Hedge Fund

Winebrenner Opportunity Zone Fund, LP

Pewee Valley, KY · CIK 0001759063

Offering snapshot reported Jun 26, 2026 · SEC filing

Reported sold
$25.8M
Offering amount: $30M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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 26, 2026Amendment$25,808,046No comparisonNot reportedSEC filing
Jun 26, 2025Amendment$25,808,046$0vs Jun 26, 202489SEC filing
Jun 26, 2024Amendment$25,808,046$636,994vs Jun 26, 202389SEC filing
Jun 26, 2023Amendment$25,171,052$5,806,409vs Jun 29, 202289SEC filing
Jun 29, 2022Amendment$19,364,643$11,121,307vs Jun 29, 202174SEC filing
Jun 29, 2021Amendment$8,243,336-$1,821,149vs Jun 30, 202050SEC filing
Jun 30, 2020Amendment$10,064,485$599,275vs Nov 15, 201951SEC filing
Nov 15, 2019Amendment$9,465,210No comparison49SEC filing
Nov 16, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-326012

Source: Form D, filed Jun 26, 2026. 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

WINEBRENNER OPPORTUNITY ZONE FUND, LP

Investment adviser: WINEBRENNER CAPITAL MANAGEMENT LLC

Gross asset value
$23.1M
Beneficial owners
79
ADV minimum commitment
$100K

Reported in Form ADV on Mar 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ARCHWAY GROUP INDIANAPOLIS, Indiana, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor HOBE AND LUCAS CPAS, INC. INDEPENDENCE, Ohio, United States
Custodian STONEX SECURITIES INC. BIRMINGHAM, Alabama, 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

HOBE AND LUCAS CPAS, INC.
PCAOB 126

STONEX SECURITIES INC.
SEC 8-36638

Filing source

Form ADV 2066344 · Mar 5, 2026 · Schedule D 7.B.(1), fund 805-2427022918

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
Llc Winebrenner Capital Management, Executive
Earl G. Winebrenner, Iii Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
7600 West Highway 146 Suite 300
Pewee Valley, KY, 40056