Form D · Other Investment Fund

ZCA APEX Corporate Partners, LLC

Berwyn, PA · CIK 0001699076

Offering snapshot reported Feb 27, 2017 · SEC filing

Reported sold
$23M
Offering amount: $23M
Investors reported
65
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 17, 2017
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
Feb 27, 2017Initial$23,000,000No comparison65SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-281407

Source: Form D, filed Feb 27, 2017. 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

ZCA APEX CORPORATE PARTNERS, LLC

Investment adviser: SEQUOIA FINANCIAL ADVISORS, L.L.C.

Gross asset value
$6.55M
Beneficial owners
66
ADV minimum commitment
$25K

Reported in Form ADV on Aug 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CINCINNATI, Ohio, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor DELOITTE LLC MCLEAN, Virginia, United States
Custodian BRYN MAWR TRUST BRYN MAWR, Pennsylvania, 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

DELOITTE LLC
PCAOB 34

Filing source

Form ADV 2124638 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-6876923359

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
Edward N. Antoian Executive
Paul M. Polries Executive
Norborne Gee Smith, Iii Executive
N/A Zca Apex Manager, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1205 Westlakes Drive Suite 270
Berwyn, PA, 19312