What amount sold does PB Portfolio Investor LLC report in Form D filings?

The latest linked filings report $25.9M 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 PB Portfolio Investor LLC's most recent SEC filing?

PB Portfolio Investor LLC's most recent Form D filing was on 2021-05-19.

How many investors does PB Portfolio Investor LLC have?

The most recent Form D filing lists 27 investor(s).

PB Portfolio Investor LLC

CIK: 0001856946·Pooled Investment Fund·NEW YORK, NY·Limited Liability Company·Founded 2021

Reported Sold

$25,875,000

Total Filings

Identified Offerings

Last Filed

May 19, 2021

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

May 19, 2021Form D — New notice

Reported sold: $25,875,000 · Target: Indefinite

Rule 506(b)·27 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

Latest reported sold across 1 identified offering

$25,875,000

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

Simon Marciano

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
May 19, 2021	New	Indefinite	$25,875,000	27

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.

KETTLE HILL PARTNERS, LP

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 30, 2026