Fund family · SEC Form D record
Magnolia Opportunities funds
Magnolia Opportunities has 4 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2023 to 2025. The newest is Magnolia Opportunities LLC Series 4, first filed Oct 10, 2025. The adviser of record on Form ADV Schedule D is Coefficient Capital.
- Vehicles
- 4
- Numbered generations
- 4
- First filing
- 2023
- Latest filing
- Oct 10, 2025
Adviser of record (Form ADV Schedule D) Coefficient Capital (CRD 299097)
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 IV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Magnolia Opportunities LLC Series 4CIK 2085720 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Magnolia Opportunities LLC Series 3CIK 2063156 | Sold the stated amount | 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 |
|---|---|---|---|---|---|
| Magnolia Opportunities LLC 2CIK 1999284 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Magnolia Opportunities LLC - Series 1CIK 1990218 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Magnolia Opportunities funds
- How many Magnolia Opportunities funds are there?
- The SEC Form D record shows 4 vehicles in 4 numbered generations, the earliest filed Sep 22, 2023 and the latest filing on Oct 10, 2025. By generation: Fund IV (Magnolia Opportunities LLC Series 4, first filed Oct 10, 2025); Fund III (Magnolia Opportunities LLC Series 3, first filed Apr 3, 2025); Fund II (Magnolia Opportunities LLC 2, first filed Nov 16, 2023); Fund I (Magnolia Opportunities LLC - Series 1, first filed Sep 22, 2023).
- What is the latest Magnolia Opportunities fund?
- Magnolia Opportunities LLC Series 4, which first filed a Form D on Oct 10, 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 Magnolia Opportunities funds?
- Coefficient Capital (RIA, CRD 299097), 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 Magnolia Opportunities 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.