Form D · Private Equity Fund

CH-IP Private Equity 2023, L.P.

Dallas, TX · CIK 0001969879

Offering snapshot reported Mar 11, 2024 · SEC filing

Reported sold
$43.6M
Indefinite offering
Investors reported
60
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 9, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$21.8M$43.6MMar 23, 2023: $32,136,000.00Mar 23, 2023Mar 11, 2024: $43,550,000.00Mar 11, 2024

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$32,136,000 → $43,550,000
  • Reported investors41 → 60

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 11, 2024Amendment$43,550,000$11,414,000vs Mar 23, 202360SEC filing
Mar 23, 2023Initial$32,136,000No comparison41SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-476765

Source: Form D, filed Mar 11, 2024. 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

CH-IP PRIVATE EQUITY 2023, L.P.

Investment adviser: CRESSET ASSET MANAGEMENT, LLC

Gross asset value
$35.6M
Beneficial owners
49
ADV minimum commitment
$0

Reported in Form ADV on Aug 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS COMPANY SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE, LLP DALLAS, Texas, United States
Custodian FROST BANK SAN ANTONIO, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE, LLP
PCAOB 34

FROST BANK
LEI G5AHTAP80NWA3Q8RDC78

Filing source

Form ADV 2124511 · Aug 13, 2026 · Schedule D 7.B.(1), fund 805-7558318663

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
Ben Bates Executive
N/A Ch Investment Partners, L.L.C. Executive
Tammy Harp Executive
N/A I35 Advisors, Inc. Executive
N/A Oak Lawn Private Equity Gp, L.L.C. Director
Kirk L. Rimer Executive
Michael R. Silverman Executive
Diane Tobin Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3953 Maple Avenue, Suite 250
Dallas, TX, 75219