Fund family · SEC Form D record
Utsav Somani Investments funds
Utsav Somani Investments has 4 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2020 to 2025. The newest is Fund III, a series of Utsav Somani Investments, LP, first filed Jan 25, 2024. The adviser of record on Form ADV Schedule D is Platform Advisor, LLC.
- Vehicles
- 4
- Numbered generations
- 3
- First filing
- 2020
- Latest filing
- Aug 7, 2025
Adviser of record (Form ADV Schedule D) Platform Advisor, LLC (CRD 167700)
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 |
|---|---|---|---|---|---|
| Fund III, a series of Utsav Somani Investments, LPCIK 1921112 | Filed within 13 months | 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 |
|---|---|---|---|---|---|
| Fund II, a series of Utsav Somani Investments, LPCIK 1857781 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Fund I, a series of Utsav Somani Investments, LPCIK 1812261 | No amendment after 13 months | EDGAR | |||
| BU Fund I, a series of Utsav Somani Investments, LPCIK 1931590 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Utsav Somani Investments funds
- How many Utsav Somani Investments funds are there?
- The SEC Form D record shows 4 vehicles in 3 numbered generations, the earliest filed May 15, 2020 and the latest filing on Aug 7, 2025. By generation: Fund III (Fund III, a series of Utsav Somani Investments, LP, first filed Jan 25, 2024); Fund II (Fund II, a series of Utsav Somani Investments, LP, first filed Apr 20, 2021); Fund I (2 vehicles, first filed May 15, 2020).
- What is the latest Utsav Somani Investments fund?
- Fund III, a series of Utsav Somani Investments, LP, which first filed a Form D on Jan 25, 2024 and last amended it on Aug 7, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Utsav Somani Investments funds?
- Platform Advisor, LLC (ERA, CRD 167700), 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 Utsav Somani Investments 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.