What amount sold does CAPE ANN PERIVALLON FUND report in Form D filings?

The latest linked filings report $42.2M sold across 1 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was CAPE ANN PERIVALLON FUND's most recent SEC filing?

CAPE ANN PERIVALLON FUND's most recent Form D filing was on 2026-03-02.

How many investors does CAPE ANN PERIVALLON FUND have?

The most recent Form D filing lists 7 investor(s).

CAPE ANN PERIVALLON FUND

CIK: 0001848555·Pooled Investment Fund·MARLBOROUGH, MA·Business Trust

Reported Sold

$42,205,621

Total Filings

Identified Offerings

Last Filed

Mar 2, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Mar 2, 2026Form D/A — Amendment

Reported sold: $42,205,621 · Target: Indefinite

Section 3(c)(7)·7 investors·Rule 506(b), Section 3(c)

Changed: Reported amount sold, Exemptions

Mar 18, 2025Form D/A — Amendment

Reported sold: $42,205,621 · Target: Indefinite

Section 3(c)(7)·7 investors·Rule 506(b), Section 3(c)

Changed: Reported amount sold, Exemptions

Apr 5, 2024Form D/A — Amendment

Reported sold: $42,205,621 · Target: Indefinite

Section 3(c)(7)·7 investors·Rule 506(b), Section 3(c)

Changed: Reported amount sold, Exemptions

Apr 11, 2023Form D/A — Amendment

Reported sold: $42,192,962 · Target: Indefinite

Rule 506(b)·7 investors·Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Aug 5, 2022Form D/A — Amendment

Reported sold: $42,181,053 · Target: Indefinite

Rule 506(b)·6 investors·Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Aug 10, 2021Form D/A — Amendment

Reported sold: $16,864,902 · Target: Indefinite

Rule 506(b)·4 investors·Section 3(c)(7)

Changed: Reported amount sold

Mar 8, 2021Form D — New notice

Reported sold: $15,675,052 · Target: Indefinite

Rule 506(b)·4 investors·Section 3(c)(7)

Fundraising Profile

Exemptions

Section 3(c)(7)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

86%

Latest reported sold across 1 identified offering

$42,205,621

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

John Francis Lynch

Related Person

Appears on 7 filings

Jonathan Neva Bell

Related Person

Appears on 7 filings

Geoffrey P. Summers

Related Person

Appears on 5 filings

Timothy John Linehan

Related Person

Appears on 5 filings

Ivana Vilicnik

Related Person

Appears on 4 filings

Peter Reeve Lockey

Related Person

Appears on 4 filings

Timothy John Lineham

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Mar 2, 2026	Amendment	Indefinite	$42,205,621	7
Mar 18, 2025	Amendment	Indefinite	$42,205,621	7
Apr 5, 2024	Amendment	Indefinite	$42,205,621	7
Apr 11, 2023	Amendment	Indefinite	$42,192,962	7
Aug 5, 2022	Amendment	Indefinite	$42,181,053	6
Aug 10, 2021	Amendment	Indefinite	$16,864,902	4
Mar 8, 2021	New	Indefinite	$15,675,052	4

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Whale Rock Long Opportunities Fund LP

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 30, 2026