Fund family · SEC Form D record
Related Opportunity Zone Fund funds
Related Opportunity Zone Fund has 3 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2019 to 2024. The newest is Related Opportunity Zone Fund III, LP, first filed Jun 2, 2022. The adviser of record on Form ADV Schedule D is Related Fund Management, LLC.
- Vehicles
- 3
- Numbered generations
- 2
- First filing
- 2019
- Latest filing
- Jun 12, 2024
Adviser of record (Form ADV Schedule D) Related Fund Management, LLC (CRD 156543)
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
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Related Opportunity Zone Fund III, LPCIK 1931473 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| RELATED OPPORTUNITY ZONE FUND II, LPCIK 1807736 | Annual amendment overdue | 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 |
|---|---|---|---|---|---|
| Related Opportunity Zone Fund, LPCIK 1768678 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Related Opportunity Zone Fund funds
- How many Related Opportunity Zone Fund funds are there?
- The SEC Form D record shows 3 vehicles in 2 numbered generations, the earliest filed Feb 27, 2019 and the latest filing on Jun 12, 2024. By generation: Fund III (Related Opportunity Zone Fund III, LP, first filed Jun 2, 2022); Fund II (RELATED OPPORTUNITY ZONE FUND II, LP, first filed Mar 30, 2020).
- What is the latest Related Opportunity Zone Fund fund?
- Related Opportunity Zone Fund III, LP, which first filed a Form D on Jun 2, 2022 and last amended it on Jun 12, 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 Related Opportunity Zone Fund funds?
- Related Fund Management, LLC (RIA, CRD 156543), 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 Related Opportunity Zone 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.