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 soldDates 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 28, 2025 | Amendment | $1,056,000 | $0vs Jun 5, 2024 | 2 | SEC filing |
| Jun 5, 2024 | Initial | $1,056,000 | No comparison | 2 | SEC filing |
| Aug 19, 2020 | Initial | $26,345,000 | No comparison | 27 | SEC 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
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.
| Name | Reported 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:Akron, OH, 44333