0001742974-21-000003.txt : 20210709
0001742974-21-000003.hdr.sgml : 20210709
20210708191927
ACCESSION NUMBER: 0001742974-21-000003
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: 20210709
DATE AS OF CHANGE: 20210708
EFFECTIVENESS DATE: 20210709
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: 211081339
BUSINESS ADDRESS:
STREET 1: 2025 GATEWAY PLACE
STREET 2: SUITE 405
CITY: SAN JOSE
STATE: CA
ZIP: 95110
BUSINESS PHONE: 408-998-5438
MAIL ADDRESS:
STREET 1: 2025 GATEWAY PLACE
STREET 2: SUITE 405
CITY: SAN JOSE
STATE: CA
ZIP: 95110
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
2025 GATEWAY PLACE
SUITE 405
SAN JOSE
CA
CALIFORNIA
95110
408-998-5438
DELAWARE
Context BH Financial Opportunities Fund, LP
Limited Partnership
true
2018
N/A
BHZ Capital Management, LP
2025 GATEWAY PLACE
SUITE 405
SAN JOSE
CA
CALIFORNIA
95110
Executive Officer
Promoter
The Investment Manager of the Issuer.
N/A
BHZ GP IV, LLC
2025 GATEWAY PLACE
SUITE 405
SAN JOSE
CA
CALIFORNIA
95110
Executive Officer
Promoter
The General Partner of the General Partner of the Issuer.
N/A
BHZ IV, LP
2025 GATEWAY PLACE
SUITE 405
SAN JOSE
CA
CALIFORNIA
95110
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. As of 11/30/19, Ron Biscardi no longer serves as a promoter of the Issuer.
Robert
Hendershott
c/o BHLZ Equity Research, LLC
2025 GATEWAY PLACE, SUITE 405
SAN JOSE
CA
CALIFORNIA
95110
Director
Promoter
Principal of the Members of the General Partner of the Issuer's General Partner.
Yaron
Brook
c/o BHLZ Equity Research, LLC
2025 GATEWAY PLACE, SUITE 405
SAN JOSE
CA
CALIFORNIA
95110
Promoter
Member of the General Partner of the Issuer's General Partner.
Ryan
Zaffuto
c/o BHLZ Equity Research, LLC
2025 GATEWAY PLACE, SUITE 405
SAN JOSE
CA
CALIFORNIA
95110
Promoter
Member of the General Partner of the Issuer's General Partner.
Kenneth
Li
c/o BHLZ Equity Research, LLC
2025 GATEWAY PLACE, SUITE 405
SAN JOSE
CA
CALIFORNIA
95110
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
0001742974-21-000001
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
22684428
Indefinite
false
10
0
0
Subject to future contingences and cannot be estimated at this time.
0
false
BHZ Financial Opportunities Fund, LP
/s/ Kenneth Li
Kenneth Li
Chief Compliance Officer & Chief Operating Officer
2021-07-08