Lavelle Opportunity Fund funds
Lavelle Opportunity Fund has 6 vehicles on the SEC Form D record, in 6 numbered generations, filed from 2019 to 2024. The newest is Lavelle Opportunity Fund VI LP, first filed May 3, 2021. The adviser of record on Form ADV Schedule D is Lavelle Capital.
- Vehicles
- 6
- Numbered generations
- 6
- First filing
- 2019
- Latest filing
- Sep 13, 2024
Adviser of record (Form ADV Schedule D) Lavelle Capital (CRD 316754)
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 VI
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Lavelle Opportunity Fund VI LPCIK 1857230 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund V
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Lavelle Opportunity Fund V LPCIK 1849559 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Lavelle Opportunity Fund IV LPCIK 1835267 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Lavelle Opportunity Fund III LPCIK 1818728 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| LAVELLE OPPORTUNITY FUND II LLCCIK 1805218 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| LAVELLE OPPORTUNITY FUND I LLCCIK 1793867 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Lavelle Opportunity Fund funds
- How many Lavelle Opportunity Fund funds are there?
- The SEC Form D record shows 6 vehicles in 6 numbered generations, the earliest filed Nov 14, 2019 and the latest filing on Sep 13, 2024. By generation: Fund VI (Lavelle Opportunity Fund VI LP, first filed May 3, 2021); Fund V (Lavelle Opportunity Fund V LP, first filed Sep 13, 2024); Fund IV (Lavelle Opportunity Fund IV LP, first filed Dec 9, 2020); Fund III (Lavelle Opportunity Fund III LP, first filed Jul 21, 2020); Fund II (LAVELLE OPPORTUNITY FUND II LLC, first filed May 1, 2020); Fund I (LAVELLE OPPORTUNITY FUND I LLC, first filed Nov 14, 2019).
- What is the latest Lavelle Opportunity Fund fund?
- Lavelle Opportunity Fund VI LP, which first filed a Form D on May 3, 2021. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Lavelle Opportunity Fund funds?
- Lavelle Capital (RIA, CRD 316754), 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 Lavelle Opportunity 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.