Data / Form D filings / Performex IDF, LP
Performex IDF, LP: Form D filings
Performex IDF, LP, an insurance company in Rancho Santa Fe, CA, filed 10 Form D notices with the SEC between 2019 and 2026. The latest, on September 3, 2026, reports $16.5 million sold of an offering with no set size to 2 investors.
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Company details from the filing
- Address
- 6346 El Sicomoro, Rancho Santa Fe, CA, 92067
- Phone
- (858) 847-3093
- Industry
- Insurance
- Entity type
- Limited Partnership
- Incorporated in
- Delaware
- Revenue range
- $25,000,001 - $100,000,000
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1774457
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 3, 2026 | Amendment | Indefinite | $16,500,000 | 2 | Feb 25, 2019 | sec.gov | |
| Sep 5, 2025 | Amendment | Indefinite | $16,500,000 | 2 | Feb 25, 2019 | sec.gov | |
| Sep 9, 2024 | Amendment | Indefinite | $16,000,000 | 1 | Feb 25, 2019 | sec.gov | |
| Apr 9, 2024 | Amendment | Indefinite | $16,000,000 | 1 | Feb 25, 2019 | sec.gov | |
| Apr 9, 2024 | New notice | Indefinite | $10,000,000 | 2 | Feb 25, 2019 | sec.gov | |
| Apr 14, 2023 | Amendment | Indefinite | $15,912,266 | 1 | Feb 25, 2019 | sec.gov | |
| Apr 12, 2022 | Amendment | Indefinite | $10,000,000 | 2 | Feb 25, 2019 | sec.gov | |
| Apr 13, 2021 | Amendment | Indefinite | $10,000,000 | 2 | Feb 25, 2019 | sec.gov | |
| Apr 15, 2020 | Amendment | Indefinite | $6,354,350 | 2 | Feb 25, 2019 | sec.gov | |
| Apr 23, 2019 | New notice | Indefinite | $4,633,350 | 1 | Feb 25, 2019 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Donald Robert Carter | Executive Officer | Managing Member of Issuer's General Partner, Copperstone Insurance Services, LLC |
Other insurance companies in California that filed recently
- CORGI INSURANCE SERVICES, INC. $30 million · Oct 30, 2026
- Bracely Inc. $700,000 · Oct 20, 2026
- PACIFIC LIFE INSURANCE CO $621.2 million · Sep 1, 2026
Every Form D from the week of Aug 31, 2026 · All recent filings in California · All recent Insurance filings
Read from SEC EDGAR. Amount sold is what Performex IDF, LP reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.