0001742974-20-000002.txt : 20200409
0001742974-20-000002.hdr.sgml : 20200409
20200409122246
ACCESSION NUMBER: 0001742974-20-000002
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(7)
FILED AS OF DATE: 20200409
DATE AS OF CHANGE: 20200409
EFFECTIVENESS DATE: 20200409
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BHZ Financial Opportunities Fund, LP
CENTRAL INDEX KEY: 0001742974
IRS NUMBER: 825111824
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-314353
FILM NUMBER: 20783706
BUSINESS ADDRESS:
STREET 1: TWO BALA PLAZA
STREET 2: SUITE 526
CITY: BALA CYNWYD
STATE: PA
ZIP: 19004
BUSINESS PHONE: 610-538-6109
MAIL ADDRESS:
STREET 1: TWO BALA PLAZA
STREET 2: SUITE 526
CITY: BALA CYNWYD
STATE: PA
ZIP: 19004
FORMER COMPANY:
FORMER CONFORMED NAME: Context BH Financial Opportunities Fund, LP
DATE OF NAME CHANGE: 20180606
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0001742974
BHZ Financial Opportunities Fund, LP
TWO BALA PLAZA
SUITE 526
BALA CYNWYD
PA
PENNSYLVANIA
19004
610-538-6109
DELAWARE
Context BH Financial Opportunities Fund, LP
Limited Partnership
true
2018
N/A
BHZ Capital Management, LP
Two Bala Plaza
Suite 526
Bala Cynwyd
PA
PENNSYLVANIA
19004
Executive Officer
Promoter
The Investment Manager of the Issuer.
N/A
BHZ GP IV, LLC
Two Bala Plaza
Suite 526
Bala Cynwyd
PA
PENNSYLVANIA
19004
Executive Officer
Promoter
The General Partner of the General Partner of the Issuer.
N/A
BHZ IV, LP
Two Bala Plaza
Suite 526
Bala Cynwyd
PA
PENNSYLVANIA
19004
Executive Officer
Promoter
The General Partner of the Issuer.
Ron
Biscardi
c/o Context Capital Partners, L.P.
401 City Ave, Suite 815
Bala Cynwyd
PA
PENNSYLVANIA
19004
Promoter
Principal of the Members of the General Partner of the Issuer's General Partner.
Robert
Hendershott
c/o BHLZ Equity Research, LLC
Two Bala Plaza, Suite 526
Bala Cynwyd
PA
PENNSYLVANIA
19004
Director
Promoter
Principal of the Members of the General Partner of the Issuer's General Partner.
Yaron
Brook
c/o BHLZ Equity Research, LLC
Two Bala Plaza, Suite 526
Bala Cynwyd
PA
PENNSYLVANIA
19004
Promoter
Member of the General Partner of the Issuer's General Partner.
Ryan
Zaffuto
c/o BHLZ Equity Research, LLC
Two Bala Plaza, Suite 526
Bala Cynwyd
PA
PENNSYLVANIA
19004
Promoter
Member of the General Partner of the Issuer's General Partner.
Kenneth
Li
c/o BHLZ Equity Research, LLC
Two Bala Plaza, Suite 526
Bala Cynwyd
PA
PENNSYLVANIA
19004
Promoter
Member of the General Partner of the Issuer's General Partner.
Pooled Investment Fund
Hedge Fund
false
Decline to Disclose
- 06b
- 3C
- 3C.7
true
0001742974-19-000003
2018-06-01
true
true
true
Offering of Limited Partnership Interests of BHZ Financial Opportunities Fund, LP (DE Fund).
false
500000
Capital Growth Securities LLC
41847
None
None
60 E. 42nd Street
Suite 5310
New York
NY
NEW YORK
10165
All States
false
Calamar Financial Group, LLC
283992
None
None
3949 Forest Parkway
Suite 300
Wheatfield
NY
NEW YORK
14120
All States
false
Indefinite
22669894
Indefinite
false
10
0
0
Subject to future contingences and cannot be estimated at this time.
0
false
BHZ Financial Opportunities Fund, LP
/s/ Karen Batchelder
Karen Batchelder
Chief Compliance Officer & Chief Operating Officer
2020-04-09