SEC filing record
Primary Source · SEC.gov

Carmel Partners Investment Fund VIII, L.P.

Fund Vehicle2021 vintageRule 506(b), Section 3(c), Section 3(c)(7)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$1.5B

Investors

97

Min Invest

None stated

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Carmel Partners Investment Fund VIII, L.P. is a Delaware limited partnership that first filed a Form D on November 18, 2021 and most recently amended it on October 24, 2022, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers equity and pooled investment fund interests. Carmel Partners Investment Fund VIII, L.P. reported $1,543,650,000 sold from 97 investors in an offering of indefinite size as of the Form D filed October 24, 2022. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is Carmel Partners Group, LLC, 1000 Sansome Street, 1st Floor, San Francisco, CA 94111.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001894615
Entity NameCarmel Partners Investment Fund VIII, L.P.
ExemptionRule 506(b), Section 3(c), Section 3(c)(7)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer AddressCarmel Partners Group, LLC, 1000 Sansome Street, 1st Floor, San Francisco, CA 94111
Phone(415) 273-2900
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(7) (qualified purchasers only)
Securities TypeEquity, Pooled investment fund interests
First Sale DateNovember 19, 2021
Filing DateOctober 24, 2022
Accession Number0001894615-22-000002
Total Offering AmountIndefinite
Total Amount Sold$1,543,650,000
Total Investors97
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)CA
Amendment Count2 filings on record

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

0

none on file

Critical / warning

0 / 0

0 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

lapsed

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Fund family Part of the Carmel Partners Investment Fund family: 4 vehicles across 4 generations · adviser of record Carmel Partners · full family and the filing behind each link in the terminal

Investor

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Adviser of Record (Form ADV)

Carmel Partners

CRD 160892 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a real estate fund

Auditor named on Form ADV: PricewaterhouseCoopers LTD. · PCAOB-registered per the adviser

From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Carmel Partners GP VIII, LLC

Promoter · San Francisco, CA

General Partner of the Issuer

Ron Zeff

Executive Officer · San Francisco, CA

of the General Partner

Matthew Golden

Executive Officer · San Francisco, CA

of the General Partner

Dennis Markus

Executive Officer · San Francisco, CA

of the General Partner

Daniel Garibaldi

Executive Officer · San Francisco, CA

of the General Partner

Trey Hilberg

Executive Officer · San Francisco, CA

of the General Partner

Liz Tennican

Executive Officer · San Francisco, CA

of the General Partner

Questions About Carmel Partners Investment Fund VIII, L.P.

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Carmel Partners Investment Fund VIII, L.P.?

Carmel Partners Investment Fund VIII, L.P. is a Delaware limited partnership that filed a Form D with the SEC on October 24, 2022 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of equity and pooled investment fund interests.

Is Carmel Partners Investment Fund VIII, L.P. legit?

AltStreet does not rate legitimacy; it reports the public record. Carmel Partners Investment Fund VIII, L.P. filed a Form D with the SEC on October 24, 2022 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,543,650,000 sold to 97 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is Carmel Partners Investment Fund VIII, L.P. registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Carmel Partners Investment Fund VIII, L.P. claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has Carmel Partners Investment Fund VIII, L.P. raised?

Carmel Partners Investment Fund VIII, L.P. reported $1,543,650,000 sold from 97 investors in an offering of indefinite size as of the Form D filed October 24, 2022.

Who can invest in Carmel Partners Investment Fund VIII, L.P.?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in Carmel Partners Investment Fund VIII, L.P.?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling Carmel Partners Investment Fund VIII, L.P. and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.

Who is behind Carmel Partners Investment Fund VIII, L.P.?

The Form D lists 7 related persons: Carmel Partners GP VIII, LLC, promoter (General Partner of the Issuer); Ron Zeff, executive officer (of the General Partner); Matthew Golden, executive officer (of the General Partner); Dennis Markus, executive officer (of the General Partner); Daniel Garibaldi, executive officer (of the General Partner); Trey Hilberg, executive officer (of the General Partner); Liz Tennican, executive officer (of the General Partner). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Carmel Partners Investment Fund VIII, L.P. located?

The issuer's address on its SEC filings is Carmel Partners Group, LLC, 1000 Sansome Street, 1st Floor, San Francisco, CA 94111. Its phone number of record is (415) 273-2900. It is organized under the laws of Delaware.

How long is the Carmel Partners Investment Fund VIII, L.P. offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.

How large is Carmel Partners Investment Fund VIII, L.P.?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.