Fund family · SEC Form D record
RB EQUITY FUND funds
RB EQUITY FUND has 6 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2018 to 2024. The newest is RB EQUITY FUND III, L.P., first filed Dec 22, 2022. The adviser of record on Form ADV Schedule D is Rockbridge Growth Equity Management, L.P..
- Vehicles
- 6
- Numbered generations
- 3
- First filing
- 2018
- Latest filing
- Dec 19, 2024
Adviser of record (Form ADV Schedule D) Rockbridge Growth Equity Management, L.P. (CRD 299650)
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 |
|---|---|---|---|---|---|
| RB EQUITY FUND III, L.P.CIK 1949696 | No change on the last amendment | EDGAR | |||
| RB EQUITY FUND III-A, L.P.CIK 1949697 | A | No change on the last amendment | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| RB EQUITY FUND II, L.P.CIK 1761345 | Annual amendment overdue | EDGAR | |||
| RB EQUITY FUND II-A, L.P.CIK 1761346 | A | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
2 vehicles · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| RB EQUITY FUND I, L.P.CIK 1761343 | First sale yet to occur | EDGAR | |||
| RB EQUITY FUND I-A, L.P.CIK 1761344 | A | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the RB EQUITY FUND funds
- How many RB EQUITY FUND funds are there?
- The SEC Form D record shows 6 vehicles in 3 numbered generations, the earliest filed Dec 21, 2018 and the latest filing on Dec 19, 2024. By generation: Fund III (2 vehicles, first filed Dec 22, 2022); Fund II (2 vehicles, first filed Dec 21, 2018); Fund I (2 vehicles, first filed Dec 21, 2018).
- What is the latest RB EQUITY FUND fund?
- RB EQUITY FUND III, L.P., which first filed a Form D on Dec 22, 2022 and last amended it on Dec 19, 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 RB EQUITY FUND funds?
- Rockbridge Growth Equity Management, L.P. (RIA, CRD 299650), 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 RB EQUITY 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.