# SD Financial Institutions & Value Opportunity Fund, LP — Form D

SD Financial Institutions & Value Opportunity Fund, LP of RUMSON, NJ, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2013-03-25. $11.1M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2013-03-25
- Form: D
- Accession: 0001301496-13-000002
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C, 3C.1
- Amount sold: $11.1M
- Minimum investment: $50K
- Investors: 13
- Date of first sale: 2012-08-15
- Security types: equity, fund interests
- SEC file number: 021-193874

## Issuer

- Name: SD Financial Institutions & Value Opportunity Fund, LP
- CIK: 0001572799
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2012
- Address: 4 WILLOWBROOK ROAD, RUMSON, NJ, 07760
- Phone: 917-699-3000

## Officers, directors & promoters (5)

| Name | Role | Location |
| --- | --- | --- |
| . N ScurlyDog Captial, LLC | Executive Officer | Rumson, NJ |
| Howard N Henick | Executive Officer | Chatham, NJ |
| Dennis T Scurletis | Executive Officer | Rumson, NJ |
| . T SD Capital Partners, LLC | Executive Officer | Rumson, NJ |
| . N ScurlyDog Capital, LLC | Executive Officer | Rumson, NJ |

## Other filings by this issuer (7)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-10-11](https://search.stillhousedata.com/formd/0001572799-24-000001) | D/A | — | $25.4M |
| [2023-10-11](https://search.stillhousedata.com/formd/0001572799-23-000001) | D/A | — | $25.4M |
| [2022-10-11](https://search.stillhousedata.com/formd/0001572799-22-000001) | D/A | — | $25.4M |
| [2021-10-13](https://search.stillhousedata.com/formd/0001572799-21-000001) | D/A | — | $25.3M |
| [2020-10-14](https://search.stillhousedata.com/formd/0001572799-20-000001) | D/A | — | $25.2M |
| [2019-10-02](https://search.stillhousedata.com/formd/0001572799-19-000001) | D/A | — | $24.0M |
| [2018-10-03](https://search.stillhousedata.com/formd/0001572799-18-000001) | D/A | — | $24.0M |

## More

- [CIK 1572799 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1572799&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001301496-13-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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