Form D · Private Equity Fund

BPEA VII, L.P.

Boston, MA · CIK 0002037097

Offering snapshot reported Sep 29, 2026 · SEC filing

Reported sold: $264M
Investors reported: 59
Minimum accepted: $0
First sale: Oct 4, 2024

Fundraising history

Reported sold

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$233,700,000 → $264,250,000
Reported investors50 → 59

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 29, 2026	Amendment	$264,250,000	$30,550,000vs Sep 29, 2025	59	SEC filing
Sep 29, 2025	Amendment	$233,700,000	No comparison	50	SEC filing
Sep 27, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-525206

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
ALTIS Financial Services Inc.	None

Source: Form D, filed Sep 29, 2026. 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 VII, L.P.

Investment adviser: BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC

Gross asset value: $269M
Beneficial owners: 83
ADV minimum commitment: $250K

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 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

Marketer ALTIS FINANCIAL SERVICES INC. SANTIAGO, Chile Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

RSM US LLP
PCAOB 49

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

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 805-2995392228

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
Name	Reported role
Christopher M. Austen	Executive
John F. Brooke	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

100 Federal Street 28 Th Floor
Boston, MA, 02110