Fund family · SEC Form D record
Pivot funds
Pivot has 4 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2016 to 2026. The newest is PIVOT3, INC., first filed Mar 8, 2016. The adviser of record on Form ADV Schedule D is Pivot Investment Partners, LLC.
- Vehicles
- 4
- Numbered generations
- 2
- First filing
- 2016
- Latest filing
- Sep 23, 2026
Adviser of record (Form ADV Schedule D) Pivot Investment Partners, LLC (CRD 322708)
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 III
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| PIVOT3, INC.CIK 1316752 | Annual amendment overdue | EDGAR | |||
| Pivot Holdings III LLCCIK 1748624 | 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 |
|---|---|---|---|---|---|
| Pivot Holdings II LLCCIK 1644926 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Unnumbered
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Pivot 138, LLCCIK 1904031 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Pivot funds
- How many Pivot funds are there?
- The SEC Form D record shows 4 vehicles in 2 numbered generations, the earliest filed Mar 8, 2016 and the latest filing on Sep 23, 2026. By generation: Fund III (2 vehicles, first filed Mar 8, 2016); Fund II (Pivot Holdings II LLC, first filed Dec 4, 2017).
- What is the latest Pivot fund?
- PIVOT3, INC., which first filed a Form D on Mar 8, 2016 and last amended it on Aug 23, 2017. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Pivot funds?
- Pivot Investment Partners, LLC (ERA, CRD 322708), 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 Pivot 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.