Fund family · SEC Form D record

STORY3 CONSUMER OPPORTUNITIES FUND funds

STORY3 CONSUMER OPPORTUNITIES FUND has 4 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2020 to 2024. The newest is STORY3 Consumer Opportunities Fund II, L.P., first filed Jul 15, 2022. The adviser of record on Form ADV Schedule D is Story3 Capital Partners, LLC.

Vehicles
4
Numbered generations
2
First filing
2020
Latest filing
Apr 16, 2024

Adviser of record (Form ADV Schedule D) Story3 Capital Partners, LLC (CRD 300651)

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 II

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
STORY3 Consumer Opportunities Fund II, L.P.CIK 1937273Annual amendment overdueEDGAR
STORY3 Consumer Opportunities Fund II-A, L.P.CIK 1937272AAnnual amendment overdueEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund I

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
STORY3 CONSUMER OPPORTUNITIES FUND I, L.P.CIK 1803947No amendment after 13 monthsEDGAR
STORY3 CONSUMER OPPORTUNITIES FUND I-A, L.P.CIK 1804017ANo amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the STORY3 CONSUMER OPPORTUNITIES FUND funds

How many STORY3 CONSUMER OPPORTUNITIES FUND funds are there?
The SEC Form D record shows 4 vehicles in 2 numbered generations, the earliest filed Mar 20, 2020 and the latest filing on Apr 16, 2024. By generation: Fund II (2 vehicles, first filed Jul 15, 2022); Fund I (2 vehicles, first filed Mar 20, 2020).
What is the latest STORY3 CONSUMER OPPORTUNITIES FUND fund?
STORY3 Consumer Opportunities Fund II, L.P., which first filed a Form D on Jul 15, 2022 and last amended it on Apr 16, 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 STORY3 CONSUMER OPPORTUNITIES FUND funds?
Story3 Capital Partners, LLC (RIA, CRD 300651), 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 STORY3 CONSUMER OPPORTUNITIES 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.