The week in SEC filings: Sep 1–5, 2025
Form D, Form ADV and 8-K Item 5.02 filings dated 2025-09-01 to 2025-09-07 (ET), classified and scored the morning after each hit EDGAR or IAPD.
- New private funds
- 208
- First-time managers
- 37
- Company raises
- 186
- Real-estate offerings
- 57
- New advisers
- 0
- Open executive seats
- 0
Also this week: 202 fund raise updates, 36 company raise updates, 87 SPV / series vehicles, 0 Item 5.02 filings in total.
Fund launches by strategy
Highest-scoring fund launches
All fund launches →- 100Coreline Strategy Fund, L.P. files a $100M venture capital fundVenture capital · $100M · first-time manager · 3(c)(7) · CA · filed 2025-09-02
- 97Spring Capital Partners V, L.P. files a $125M private equity / buyout fundPrivate equity / buyout · $125M · 3(c)(7) · MD · filed 2025-09-02
- 97HS Sawmill LP files a $110M private equity / buyout fundPrivate equity / buyout · $110M · 3(c)(7) · Hamilton · filed 2025-09-03
- 97MEDINA VENTURES FUND, LP files a $100M venture capital fundVenture capital · $100M · first-time manager · 3(c)(7) · FL · filed 2025-09-03
- 97S Capital IV, L.P. files a $100M venture capital fundVenture capital · $100M · 3(c)(7) · Herzliya, Ireland · filed 2025-09-04
- 97Griffin Special Opportunities Fund, L.P. files a $100M venture capital fundVenture capital · $100M · 3(c)(7) · CA · filed 2025-09-04
- 95Swift Creek Industrial Value Fund, L.P. files a $400M private equity / buyout fundPrivate equity / buyout · $400M · first-time manager · TX · filed 2025-09-02
- 95NJTRX GLOBAL Ltd. files a $100M private fundNew fund · $100M · first-time manager · KY · filed 2025-09-04
- 95OPCOPRO files a $100M private fundNew fund · $100M · first-time manager · CO · filed 2025-09-05
- 95Klydex Global, inc. files a $100M private fundNew fund · $100M · first-time manager · CO · filed 2025-09-03
- 92Advaya Kickstart LLC files an open-ended other fund fundOther fund · Indefinite · first-time manager · 3(c)(7) · CA · filed 2025-09-04
- 92Tri-Q Core Private Markets Fund, LP files an open-ended private equity / buyout fundPrivate equity / buyout · Indefinite · first-time manager · 3(c)(7) · NY · filed 2025-09-03
Largest company raises
All company raises →- 60BTA 22504 Big Horn LLC raises $350M under Reg DOil and Gas · sold $350M · of $350M · MIDLAND, TX · filed 2025-09-03
- 55Treeline Biosciences, Inc. raises $200.1M under Reg DBiotechnology · sold $200.1M · of $250M · WATERTOWN, MA · filed 2025-09-04
- 55Overhaul Group, Inc. raises $105.1M under Reg DOther Technology · sold $105.1M · of $105.1M · AUSTIN, TX · filed 2025-09-02
- 60Agility Retail Holdings LLC raises $80.9M under Reg DOther · sold $80.9M · of $80.9M · SAN FRANCISCO, CA · filed 2025-09-05
- 60XO Health Inc. raises $52.2M under Reg DOther Health Care · sold $52.2M · of $60.4M · ALPHARETTA, GA · filed 2025-09-04
- 55Avenzo Therapeutics, Inc. raises $47.2M under Reg DBiotechnology · sold $47.2M · of $75M · SAN DIEGO, CA · filed 2025-09-05
- 52ALLOCATE HOLDINGS INC. raises $43.1M under Reg DInvesting · sold $43.1M · of $45.7M · PALO ALTO, CA · filed 2025-09-04
- 52Ketryx Corp raises $36.1M under Reg DOther · sold $36.1M · of $37.5M · CAMBRIDGE, MA · filed 2025-09-05
Real-estate offerings
All →- 45Munson Financial Development Fund LLC files a $250M real-estate offering$250M · PLYMOUTH, MN · filed 2025-09-05
- 45SMARTFINANCIAL INC. files a $100M real-estate offering$100M · KNOXVILLE, TN · filed 2025-09-02
- 43ADREX Signature Series DST files a $90.5M real-estate offering$90.5M · DENVER, CO · filed 2025-09-02
- 43BR Diversified Industrial Portfolio 6, DST files a $71M real-estate offering$71M · NEW YORK, NY · filed 2025-09-03
- 43Minnwest Corp files a $50M real-estate offering$50M · MINNETONKA, MN · filed 2025-09-05
- 43ExchangeRight Net-Leased All-Cash 16 DST files a $46.1M real-estate offering$46.1M · PASADENA, CA · filed 2025-09-04
Open executive seats (8-K Item 5.02)
All executive changes →- No open seats scored 60+ this week.
Newly registered advisers
All new advisers →- No registrations scored 60+ this week.
Free weekly sample: five scored private-fund launches every Monday
One week delayed, headline and summary only, no card. It exists so you can judge the scoring before paying.
Get this every morning, not every week
Daily email with pitch hooks, filing contacts, filters and CSV from $149/month. 7-day trial.
See plans