Fund family · SEC Form D record

Palm Drive Capital funds

Palm Drive Capital has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2017 to 2024. The newest is Palm Drive Capital IV LP, first filed Nov 16, 2022. The adviser of record on Form ADV Schedule D is Palm Drive Capital LLC.

Vehicles
3
Numbered generations
3
First filing
2017
Latest filing
Jan 11, 2024

Adviser of record (Form ADV Schedule D) Palm Drive Capital LLC (CRD 284014)

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 · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Palm Drive Capital IV LPCIK 1954605Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Palm Drive Capital III LPCIK 1787717Annual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Palm Drive Capital II LPCIK 1681826First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Palm Drive Capital funds

How many Palm Drive Capital funds are there?
The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Feb 13, 2017 and the latest filing on Jan 11, 2024. By generation: Fund IV (Palm Drive Capital IV LP, first filed Nov 16, 2022); Fund III (Palm Drive Capital III LP, first filed Oct 3, 2019); Fund II (Palm Drive Capital II LP, first filed Feb 13, 2017).
What is the latest Palm Drive Capital fund?
Palm Drive Capital IV LP, which first filed a Form D on Nov 16, 2022 and last amended it on Jan 11, 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 Palm Drive Capital funds?
Palm Drive Capital LLC (RIA, CRD 284014), 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 Palm Drive Capital 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.