Fund family · SEC Form D record

Fulcrum Distressed Opportunities Fund funds

Fulcrum Distressed Opportunities Fund has 2 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2020 to 2024. The newest is Fulcrum Distressed Opportunities Fund V, LP, first filed Aug 14, 2024.

Vehicles
2
Numbered generations
2
First filing
2020
Latest filing
Aug 14, 2024

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 V

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Fulcrum Distressed Opportunities Fund V, LPCIK 2021203First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund IV

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Fulcrum Distressed Opportunities Fund IV, LPCIK 1819845First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Fulcrum Distressed Opportunities Fund funds

How many Fulcrum Distressed Opportunities Fund funds are there?
The SEC Form D record shows 2 vehicles in 2 numbered generations, the earliest filed Sep 23, 2020 and the latest filing on Aug 14, 2024. By generation: Fund V (Fulcrum Distressed Opportunities Fund V, LP, first filed Aug 14, 2024); Fund IV (Fulcrum Distressed Opportunities Fund IV, LP, first filed Sep 23, 2020).
What is the latest Fulcrum Distressed Opportunities Fund fund?
Fulcrum Distressed Opportunities Fund V, LP, which first filed a Form D on Aug 14, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Fulcrum Distressed Opportunities Fund funds?
AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
How much have the Fulcrum Distressed Opportunities 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.