Fund family · SEC Form D record

Carmel Partners Investment Fund funds

Carmel Partners Investment Fund has 4 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2016 to 2025. The newest is Carmel Partners Investment Fund IX, L.P., first filed Apr 26, 2024. The adviser of record on Form ADV Schedule D is Carmel Partners.

Vehicles
4
Numbered generations
4
First filing
2016
Latest filing
Apr 28, 2025

Adviser of record (Form ADV Schedule D) Carmel Partners (CRD 160892)

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund IX

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Carmel Partners Investment Fund IX, L.P.CIK 2020183No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund VIII

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Carmel Partners Investment Fund VIII, L.P.CIK 1894615No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund VII

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Carmel Partners Investment Fund VII, L.P.CIK 1750100First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund VI

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Carmel Partners Investment Fund VI, L.P.CIK 1660881Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Carmel Partners Investment Fund funds

How many Carmel Partners Investment Fund funds are there?
The SEC Form D record shows 4 vehicles in 4 numbered generations, the earliest filed Dec 14, 2016 and the latest filing on Apr 28, 2025. By generation: Fund IX (Carmel Partners Investment Fund IX, L.P., first filed Apr 26, 2024); Fund VIII (Carmel Partners Investment Fund VIII, L.P., first filed Nov 18, 2021); Fund VII (Carmel Partners Investment Fund VII, L.P., first filed Aug 14, 2018); Fund VI (Carmel Partners Investment Fund VI, L.P., first filed Dec 14, 2016).
What is the latest Carmel Partners Investment Fund fund?
Carmel Partners Investment Fund IX, L.P., which first filed a Form D on Apr 26, 2024 and last amended it on Apr 28, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Carmel Partners Investment Fund funds?
Carmel Partners (RIA, CRD 160892), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
How much have the Carmel Partners Investment Fund funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.