Form D · Private Equity Fund

WRB SERRA PARTNERS FUND I, L.P.

Tampa, FL · CIK 0001627850

Offering snapshot reported Oct 19, 2016 · SEC filing

Reported sold
$13.5M
Offering amount: $125M
Investors reported
19
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 5, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.75M$13.5MJun 11, 2015: $12,990,000.00Jun 11, 2015Oct 19, 2016: $13,490,000.00Oct 19, 2016

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$12,990,000 → $13,490,000
  • Reported investors18 → 19

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 19, 2016Amendment$13,490,000$500,000vs Jun 11, 201519SEC filing
Jun 11, 2015Initial$12,990,000No comparison18SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-241513
Total Offering Amount includes amount for co-investment vehicle. Total Amount Sold represents amount sold by Issuer only. Total Remaining to be Sold (also taking into account sales by the co-investment vehicle) is $107,975,000

Source: Form D, filed Oct 19, 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

WRB SERRA PARTNERS FUND I, L.P.

Investment adviser: WRB SERRA CAPITAL MANAGEMENT, LLC

Gross asset value
$28.6M
Beneficial owners
26
ADV minimum commitment
$250K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor MAYER HOFFMAN MCCANN P.C. PROVIDENCE, Rhode Island, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

MAYER HOFFMAN MCCANN P.C.
PCAOB 199

Filing source

Form ADV 2071641 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-9643564467

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
G. Robert Blanchard, Jr. Director
Robert L. Blenker Director
Eric L. Wenick Director
Wrb Serra Partners Fund I Management, Llc Wrb Serra Partners Fund I Management, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1414 Swann Avenue Suite 201
Tampa, FL, 33606