Data / Form D filings / Research Affiliates US Value Opportunities LP
Research Affiliates US Value Opportunities LP: Form D filings
Research Affiliates US Value Opportunities LP, a financial services company in Newport Beach, CA, filed 3 Form D notices with the SEC between 2023 and 2025. The latest, on April 1, 2025, reports $1.6 million sold of a $1.6 million offering to 22 investors.
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Company details from the filing
- Address
- 660 NEWPORT CENTER DRIVE, Suite 300, Newport Beach, CA, 92660
- Phone
- (949) 325-8700
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Partnership
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b), Investment Company Act section 3(c), section 3(c)(1)
- SEC identifier (CIK)
- 1971600
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Apr 1, 2025 | Amendment | $1,640,000 | $1,640,000 | 22 | Mar 30, 2023 | sec.gov | |
| Apr 30, 2024 | Amendment | Indefinite | $1,640,000 | 22 | Mar 30, 2023 | sec.gov | |
| Mar 30, 2023 | New notice | Indefinite | $0 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| N/A RA US VALUE OPPORTUNITIES GP LLC | Executive Officer | |
| REENA LALJI | Director | |
| N/A RESEARCH AFFILIATES, LLC | Executive Officer | |
| CHRISTOPHER BRIGHTMAN | Director |
Other financial services companies in California that filed recently
- Water & Power Community Credit Union $8 million · Oct 27, 2026
- Hourglass Finance LLC $3 million · Oct 21, 2026
- TORYQAN Global, Inc $100,000 · Oct 19, 2026
- PFDPRO MANAGEMENT FUND, LLC $28.4 million · Oct 9, 2026
- Remnant Financial Foundation, Inc. $2 million · Oct 7, 2026
- PFD Management Fund 1002, LLC $4.7 million · Oct 7, 2026
Every Form D from the week of Mar 31, 2025 · All recent filings in California · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Research Affiliates US Value Opportunities 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.