Form D · Other Investment Fund

ZCA Focus Fund, LP

Akron, OH · CIK 0001821405

Offering snapshot reported May 28, 2025 · SEC filing

Reported sold
$1.06M
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 1, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$528K$1.06MJun 5, 2024: $1,056,000.00Jun 5, 2024May 28, 2025: $1,056,000.00May 28, 2025

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 28, 2025Amendment$1,056,000$0vs Jun 5, 20242SEC filing
Jun 5, 2024Initial$1,056,000No comparison2SEC filing
Aug 19, 2020Initial$26,345,000No comparison27SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-515171

Source: Form D, filed May 28, 2025. 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 FOCUS FUND LP

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

Gross asset value
$64.1M
Beneficial owners
70
ADV minimum commitment
$250K

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 LLP MCLEAN, Virginia, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE LLP
PCAOB 34

CHARLES SCHWAB & CO., INC.
SEC 8-16514

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Filing source

Form ADV 2124638 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-1495457379

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
Matthew Dunn Executive
Joseph Glick Executive
Thomas Haught Executive
Gerald Knoteck Executive
Michael Mordoh Executive
N/A Sequoia Financial Group, Llc Promoter
Norborne Smith, Iii Executive
Advisors, Llc Zeke Capital Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3500 Embassy Parkway Ste. 100
Akron, OH, 44333