Offerings (SEC Form D)
Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.
Offerings at a glance — 1 offering, 7 filings (one row per SEC file number)
| File no. | Original Form D | Latest filing | Amendments | Offered (latest) | Sold (latest) | Industry (latest) |
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| 021-385941 | Jan 12, 2021 EDGAR ↗ | Jul 16, 2026 D/A EDGAR ↗ | 6 latest Jul 16, 2026 | Indefinite | $89,717,814 | Pooled Investment Fund |
Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.
Jul 16, 2026 D/A Pooled Investment Fund — $89,717,814 sold of Indefinite · 73 investors EDGAR ↗
| Filing | Form D/A (amendment) filed Jul 16, 2026 · amends 0001848239-25-000003 ↗SEC file no. 021-385941 · accession 0001839755-26-000002 · filing 7 of 7 in this offering |
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| Raise progress | $89,717,814 sold of Indefinite offered · Indefinite remaining · first sale Mar 25, 2021 |
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| Filing timing | Date of first sale: Mar 25, 2021 · Original Form D filed: Jan 12, 2021 (72 days before first sale) · This amendment (Form D/A) filed: Jul 16, 2026 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
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| Time since first sale | 2,039 days (5.6 years) |
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| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jul 16, 2026. Most recent amendment for this offering in our index: this filing, Jul 16, 2026. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
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| Investors | 73 total · issuer reported no non-accredited investors |
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| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(1) — private fund limited to 100 beneficial owners |
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| Minimum investment accepted | $250,000 |
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| Securities offered | Pooled investment fund interests |
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| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
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| Industry | Pooled Investment Fund (Hedge Fund) |
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| Who is paid to sell it | No sales compensation recipients listed on this filing. |
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| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
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| Signed by | Brendan McCarty, Managing Member (Jul 15, 2026) |
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| Changes vs previous filing | - total sold: $78,867,814 (Jul 15, 2025) → $89,717,814 (Jul 16, 2026)
- investors: 55 (Jul 15, 2025) → 73 (Jul 16, 2026)
Compared with the D/A filed Jul 15, 2025 ( EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
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| Market context | Minimum investment: $250,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 73. Typical range: 4–27."Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
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| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
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Jul 15, 2025 D/A Pooled Investment Fund — $78,867,814 sold of Indefinite · 55 investors EDGAR ↗
| Filing | Form D/A (amendment) filed Jul 15, 2025 · amends 0001839755-24-000001 ↗SEC file no. 021-385941 · accession 0001848239-25-000003 · filing 6 of 7 in this offering |
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| Raise progress | $78,867,814 sold of Indefinite offered · Indefinite remaining · first sale Mar 25, 2021 |
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| Filing timing | Date of first sale: Mar 25, 2021 · Original Form D filed: Jan 12, 2021 (72 days before first sale) · This amendment (Form D/A) filed: Jul 15, 2025 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
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| Time since first sale | 2,039 days (5.6 years) |
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| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jul 15, 2025. Most recent amendment for this offering in our index: Jul 16, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
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| Investors | 55 total · issuer reported no non-accredited investors |
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| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(1) — private fund limited to 100 beneficial owners |
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| Minimum investment accepted | $250,000 |
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| Securities offered | Pooled investment fund interests |
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| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
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| Industry | Pooled Investment Fund (Hedge Fund) |
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| Who is paid to sell it | No sales compensation recipients listed on this filing. |
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| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
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| Signed by | Brendan McCarty, Managing Member (Jul 14, 2025) |
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| Changes vs previous filing | - related persons added (Jul 15, 2025): Brendan McCarty
- related persons no longer listed (Jul 15, 2025): Robert Doeberl
Compared with the D/A filed Aug 1, 2024 ( EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
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| Market context | Minimum investment: $250,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 55. Typical range: 4–27."Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
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| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
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Aug 1, 2024 D/A Pooled Investment Fund — $78,867,814 sold of Indefinite · 55 investors EDGAR ↗
| Filing | Form D/A (amendment) filed Aug 1, 2024 · amends 0001839755-23-000002 ↗SEC file no. 021-385941 · accession 0001839755-24-000001 · filing 5 of 7 in this offering |
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| Raise progress | $78,867,814 sold of Indefinite offered · Indefinite remaining · first sale Mar 25, 2021 |
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| Filing timing | Date of first sale: Mar 25, 2021 · Original Form D filed: Jan 12, 2021 (72 days before first sale) · This amendment (Form D/A) filed: Aug 1, 2024 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
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| Time since first sale | 2,039 days (5.6 years) |
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| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Aug 1, 2024. Most recent amendment for this offering in our index: Jul 16, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
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| Investors | 55 total · issuer reported no non-accredited investors |
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| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(1) — private fund limited to 100 beneficial owners |
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| Minimum investment accepted | $250,000 |
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| Securities offered | Pooled investment fund interests |
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| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
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| Industry | Pooled Investment Fund (Hedge Fund) |
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| Who is paid to sell it | No sales compensation recipients listed on this filing. |
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| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
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| Signed by | Robert Doeberl, Managing Member (Aug 1, 2024) |
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| Changes vs previous filing | - total sold: $34,252,466 (Aug 2, 2023) → $78,867,814 (Aug 1, 2024)
- investors: 12 (Aug 2, 2023) → 55 (Aug 1, 2024)
Compared with the D/A filed Aug 2, 2023 ( EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
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| Market context | Minimum investment: $250,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 55. Typical range: 4–27."Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
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| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
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Aug 2, 2023 D/A Pooled Investment Fund — $34,252,466 sold of Indefinite · 12 investors EDGAR ↗
| Filing | Form D/A (amendment) filed Aug 2, 2023 · amends 0001839755-22-000001 ↗SEC file no. 021-385941 · accession 0001839755-23-000002 · filing 4 of 7 in this offering |
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| Raise progress | $34,252,466 sold of Indefinite offered · Indefinite remaining · first sale Mar 25, 2021 |
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| Filing timing | Date of first sale: Mar 25, 2021 · Original Form D filed: Jan 12, 2021 (72 days before first sale) · This amendment (Form D/A) filed: Aug 2, 2023 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
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| Time since first sale | 2,039 days (5.6 years) |
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| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Aug 2, 2023. Most recent amendment for this offering in our index: Jul 16, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
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| Investors | 12 total · issuer reported no non-accredited investors |
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| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(1) — private fund limited to 100 beneficial owners |
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| Minimum investment accepted | $250,000 |
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| Securities offered | Pooled investment fund interests |
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| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
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| Industry | Pooled Investment Fund (Hedge Fund) |
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| Who is paid to sell it | No sales compensation recipients listed on this filing. |
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| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
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| Signed by | Robert Doeberl, Managing Member (Aug 1, 2023) |
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| Changes vs previous filing | - total sold: $181,434 (Jul 22, 2022) → $34,252,466 (Aug 2, 2023)
Compared with the D/A filed Jul 22, 2022 ( EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
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| Market context | Minimum investment: $250,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 12. Typical range: 4–27."Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
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| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
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Jul 22, 2022 D/A Pooled Investment Fund — $181,434 sold of Indefinite · 12 investors EDGAR ↗
| Filing | Form D/A (amendment) filed Jul 22, 2022 · amends 0001839755-21-000002 ↗SEC file no. 021-385941 · accession 0001839755-22-000001 · filing 3 of 7 in this offering |
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| Raise progress | $181,434 sold of Indefinite offered · Indefinite remaining · first sale Mar 25, 2021 |
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| Filing timing | Date of first sale: Mar 25, 2021 · Original Form D filed: Jan 12, 2021 (72 days before first sale) · This amendment (Form D/A) filed: Jul 22, 2022 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
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| Time since first sale | 2,039 days (5.6 years) |
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| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jul 22, 2022. Most recent amendment for this offering in our index: Jul 16, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
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| Investors | 12 total · issuer reported no non-accredited investors |
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| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(1) — private fund limited to 100 beneficial owners |
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| Minimum investment accepted | $250,000 |
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| Securities offered | Pooled investment fund interests |
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| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
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| Industry | Pooled Investment Fund (Hedge Fund) |
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| Who is paid to sell it | No sales compensation recipients listed on this filing. |
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| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
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| Signed by | Robert Doeberl, Managing Member (Jul 22, 2022) |
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| Changes vs previous filing | - total sold: $6,300,000 (Apr 20, 2021) → $181,434 (Jul 22, 2022)
- investors: 8 (Apr 20, 2021) → 12 (Jul 22, 2022)
Compared with the D/A filed Apr 20, 2021 ( EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
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| Market context | Minimum investment: $250,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 12. Typical range: 4–27."Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
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| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
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Apr 20, 2021 D/A Pooled Investment Fund — $6,300,000 sold of Indefinite · 8 investors EDGAR ↗
| Filing | Form D/A (amendment) filed Apr 20, 2021 · amends 0001839755-21-000001 ↗SEC file no. 021-385941 · accession 0001839755-21-000002 · filing 2 of 7 in this offering |
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| Raise progress | $6,300,000 sold of Indefinite offered · Indefinite remaining · first sale Mar 25, 2021 |
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| Filing timing | Date of first sale: Mar 25, 2021 · Original Form D filed: Jan 12, 2021 (72 days before first sale) · This amendment (Form D/A) filed: Apr 20, 2021 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
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| Time since first sale | 2,039 days (5.6 years) |
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| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Apr 20, 2021. Most recent amendment for this offering in our index: Jul 16, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
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| Investors | 8 total · issuer reported no non-accredited investors |
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| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(1) — private fund limited to 100 beneficial owners |
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| Minimum investment accepted | $250,000 |
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| Securities offered | Pooled investment fund interests |
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| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
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| Industry | Pooled Investment Fund (Hedge Fund) |
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| Who is paid to sell it | No sales compensation recipients listed on this filing. |
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| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
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| Signed by | Robert Doeberl, Chief Compliance Officer (Apr 19, 2021) |
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| Changes vs previous filing | - total sold: $0 (Jan 12, 2021) → $6,300,000 (Apr 20, 2021)
- investors: 0 (Jan 12, 2021) → 8 (Apr 20, 2021)
- date of first sale: Yet to occur (Jan 12, 2021) → Mar 25, 2021 (Apr 20, 2021)
- related persons added (Apr 20, 2021): Robert Doeberl
- related persons no longer listed (Apr 20, 2021): Jeffrey Spotts
Compared with the D filed Jan 12, 2021 ( EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
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| Market context | Minimum investment: $250,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 8. Typical range: 4–27."Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
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| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
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Jan 12, 2021 D Pooled Investment Fund — $0 sold of Indefinite · 0 investors EDGAR ↗
| Filing | Form D filed Jan 12, 2021SEC file no. 021-385941 · accession 0001839755-21-000001 · filing 1 of 7 in this offering |
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| Raise progress | $0 sold of Indefinite offered · Indefinite remaining |
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| Filing timing | Date of first sale: Yet to occur · Form D filed: Jan 12, 2021 Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
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| Annual amendments | Issuer reported the offering may last more than one year. Most recent amendment for this offering in our index: Jul 16, 2026 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
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| Investors | 0 total · issuer reported no non-accredited investors |
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| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(1) — private fund limited to 100 beneficial owners |
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| Minimum investment accepted | $250,000 |
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| Securities offered | Pooled investment fund interests |
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| Entity details | Organized in DELAWARE · formed more than five years before filing · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
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| Industry | Pooled Investment Fund (Hedge Fund) |
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| Who is paid to sell it | No sales compensation recipients listed on this filing. |
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| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
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| Signed by | Jeffrey Spotts, Managing Member of the General Partner (Jan 5, 2021) |
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| Market context | Minimum investment: $250,000. Typical range for similar offerings: $1,000–$100,000.
Offering size: Indefinite. Typical range: $155,000–$5,250,000.
Investors: 0. Typical range: 4–27."Similar" = Pooled Investment Fund, Rule 506(b). Based on 83,801 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 42,272, offering size 46,794, investors 57,577. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
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| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
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Amendment history — 6 amendments on this page, each compared with the filing before it in the same offering
| Amendment filed | File no. | Compared with | What changed (both values as filed) |
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| Jul 16, 2026 EDGAR ↗ | 021-385941 | Jul 15, 2025 D/A | total sold: $78,867,814 (Jul 15, 2025) → $89,717,814 (Jul 16, 2026) · investors: 55 (Jul 15, 2025) → 73 (Jul 16, 2026) |
| Jul 15, 2025 EDGAR ↗ | 021-385941 | Aug 1, 2024 D/A | related persons added (Jul 15, 2025): Brendan McCarty · related persons no longer listed (Jul 15, 2025): Robert Doeberl |
| Aug 1, 2024 EDGAR ↗ | 021-385941 | Aug 2, 2023 D/A | total sold: $34,252,466 (Aug 2, 2023) → $78,867,814 (Aug 1, 2024) · investors: 12 (Aug 2, 2023) → 55 (Aug 1, 2024) |
| Aug 2, 2023 EDGAR ↗ | 021-385941 | Jul 22, 2022 D/A | total sold: $181,434 (Jul 22, 2022) → $34,252,466 (Aug 2, 2023) |
| Jul 22, 2022 EDGAR ↗ | 021-385941 | Apr 20, 2021 D/A | total sold: $6,300,000 (Apr 20, 2021) → $181,434 (Jul 22, 2022) · investors: 8 (Apr 20, 2021) → 12 (Jul 22, 2022) |
| Apr 20, 2021 EDGAR ↗ | 021-385941 | Jan 12, 2021 D | total sold: $0 (Jan 12, 2021) → $6,300,000 (Apr 20, 2021) · investors: 0 (Jan 12, 2021) → 8 (Apr 20, 2021) · date of first sale: Yet to occur (Jan 12, 2021) → Mar 25, 2021 (Apr 20, 2021) · and 2 more (open the filing above) |
Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Jul 16, 2026. Industry as reported, by offering: One offering, reported as Pooled Investment Fund (Jan 12, 2021).
Key people 5
Officers, directors and promoters the issuer itself named on its Form D. Tap a name for every other deal they are on.
| Name | Relationship | Address state | On filings (first → last) | Also listed on |
|---|
| BM Brendan McCarty | Executive Officer Issuer's note: Managing Member of Scalebuilder LLC, the General Partner of the Issuer. | NY | Jul 15, 2025 → Jul 16, 2026 on 2 of 7 filings listed on the latest filing | 2 other issuers |
| S Scalebuilder LLC entity | Promoter Issuer's note: The General Partner of the Issuer. | NY | Aug 2, 2023 → Jul 16, 2026 on 4 of 7 filings listed on the latest filing | 2 other issuers |
| RD Robert Doeberl | Executive Officer Issuer's note: Managing Member of Scalebuilder LLC, the General Partner of the Issuer. | NY | Apr 20, 2021 → Aug 1, 2024 on 4 of 7 filings not listed on the latest filing (Jul 16, 2026) | 1 other issuer |
| S Scalebuilder LLC entity | Promoter Issuer's note: The General Partner of the Issuer. | NJ | Jan 12, 2021 → Jul 22, 2022 on 3 of 7 filings not listed on the latest filing (Jul 16, 2026) | 1 other issuer |
| JS Jeffrey Spotts | Executive Officer Issuer's note: Managing Member of Scalebuilder LLC, the General Partner of the Issuer. | NJ | Jan 12, 2021 on 1 of 7 filings not listed on the latest filing (Jul 16, 2026) | 1 other issuer |
Executive officers, directors and promoters as self-reported by the issuer, one row per person. Spellings of the same name (same first and last name, or the same full name that EDGAR split differently into middle and last name) with no conflicting middle initial are shown on one row (none on this issuer); dates and counts come from the filings that list each name. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Connections
Other issuers listing the same people:
- Scalebuilder T8 Fund, LP — Jeffrey Spotts · latest filing Jul 16, 2026
- Scalebuilder T8 Fund, LP — Robert Doeberl · latest filing Jul 16, 2026
- Scalebuilder T8 Fund, LP — Scalebuilder LLC (entity) · latest filing Jul 16, 2026
- Scalebuilder T8 Fund, LP — Brendan McCarty · latest filing Jul 16, 2026
- Scalebuilder Futures Program, LP — Scalebuilder LLC (entity) · latest filing Apr 30, 2025
- Scalebuilder Futures Program, LP — Brendan McCarty · latest filing Apr 30, 2025
Shared address: this business address appears on filings for 39 other issuers. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.
Address of record is shared by 52 issuers in SEC Form D filings (shared office, PartnerFacts count as of Oct 23, 2026, 5:45 PM ET) — not used to group this issuer.
Other offering types (Regulation A and Regulation Crowdfunding)
Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.
Adviser registration (Form ADV)
SCALEBUILDER, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Aug 3, 2022 · SEC file 801-126334 · Main office: NEW YORK, NY · IAPD record ↗ · Form ADV filing (PDF) ↗
Regulatory assets under management: $145,835,020 as reported on Form ADV filed Mar 30, 2026 (Item 5.F(2)(c)) · 3 accounts (Item 5.F(2)(f))
Websites listed on Form ADV (Item 1.I): scalebuilder.net ↗
Item 11 disclosure questions as answered on Form ADV filed Mar 30, 2026: 2 of 24 answered “Yes”
- No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
- Yes (1 disclosure reported) — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
- Yes (1 disclosure reported) — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
- No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
- No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
- No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
- No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
- No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
- No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
- No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
- No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
- No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
- No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
- No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
- No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
- No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
- No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
- No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
- No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
- No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
- No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
- No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
- No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
- No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
- No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”
Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.
Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET
Meta advertising
No Meta Pixel ids or Facebook / Instagram page links on file for Scalebuilder Allocation Format, LP as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.
Public profiles
Public profiles official links and public statements, each with its source and date
No website or social profile named in Scalebuilder Allocation Format, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #17,724 of 374,652 in line (14 issuers searched so far).
Sources searched for a website: Form C data set (issuer websites as filed), Form ADV data set (Item 1.I of matched advisers) — as of Oct 23, 2026, 11:20 PM ET: none on file for this issuer. The sponsor website, the Internet Archive and GDELT news index are read only once a site is on file; a sponsor's website comes from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim, Form ADV Item 1.I of its matched adviser, or a web search for the issuer name confirmed on the site's own homepage. We never collect personal or family accounts.
Entity standing: not checked (no official programmatic source for NY yet).
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Corrections log
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Filing-to-filing changes are in Amendment history above.