Form D · Private Equity Fund

BPEA Small Buyout & Growth Fund I, L.P.

Boston, MA · CIK 0001514136

Offering snapshot reported Mar 9, 2012 · SEC filing

Reported sold
$36.6M
Indefinite offering
Investors reported
20
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 28, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$18.3M$36.6MMar 10, 2011: $34,280,000.00Mar 10, 2011Mar 9, 2012: $36,630,000.00Mar 9, 2012

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$34,280,000 → $36,630,000
  • Reported investors15 → 20

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 9, 2012Amendment$36,630,000$2,350,000vs Mar 10, 201120SEC filing
Mar 10, 2011Initial$34,280,000No comparison15SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-156499

Source: Form D, filed Mar 9, 2012. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BPEA SMALL BUYOUT AND GROWTH FUND I, LP

Investment adviser: BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC

Gross asset value
$6.63M
Beneficial owners
36
ADV minimum commitment
$150K

Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian CITIZENS BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BOSTON, Massachusetts, United States Related to adviser: No
Custodian UBS SECURITIES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

UBS SECURITIES LLC
SEC 8-22651

Filing source

Form ADV 2116332 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-6165405702

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
General Partner Of The General Partner Bpea Sbg Gp, Llc Promoter
General Partner Bpea Sbg Gp, L.P. Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Brooke Private Equity Associates 84 State Street, Suite 320
Boston, MA, 02109