Form D · Other Investment Fund
SP Mount Mitchell, LLC
Fort Worth, TX · CIK 0001851892
Offering snapshot reported Mar 18, 2021 · SEC filing
- Reported sold
- $4.31M Indefinite offering
- Investors reported
- 26 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 17, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 18, 2021 | Initial | $4,305,000 | No comparison | 26 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-392682
Source: Form D, filed Mar 18, 2021. 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
SP MOUNT MITCHELL, LLC
Investment adviser: SUMMIT PEAK INVESTMENTS, LLC
- Gross asset value
- $3.67M
- Beneficial owners
- 26
- ADV minimum commitment
- $0
Reported in Form ADV on Jul 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FRANK, RIMERMAN + CO, LLP
PCAOB 1596
Filing source
Form ADV 2099844 · Jul 10, 2026 · Schedule D 7.B.(1), fund 805-5461181457
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.
| Name | Reported role |
|---|---|
| Apurva Mehta | Executive |
| Patrick O'connor | Executive |
| N/A Summit Peak Ventures Gp, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Fort Worth, TX, 76132