Form D · Hedge Fund

ROCKY MOUNTAIN WEALTH CONCEPTS HYBRID FUND, LP

San Francisco, CA · CIK 0001440116

Offering snapshot reported Dec 4, 2013 · SEC filing

Reported sold
$35M
Indefinite offering
Investors reported
19
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jul 1, 2008
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 4, 2013Initial$35,000,000No comparison19SEC filing
Jul 30, 2012Amendment$33,005,410No comparison18SEC filing
Jul 7, 2011Amendment$42,875,000$3,425,000vs Jul 8, 201017SEC filing
Jul 8, 2010Amendment$39,450,000$28,450,000vs Jul 17, 200917SEC filing
Jul 17, 2009Amendment$11,000,000No comparison5SEC filing
Jul 14, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-207408

Source: Form D, filed Dec 4, 2013. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Coleman Andrews Executive
Nate Clemensen Executive
Larry Frye Executive
Rocky Mountain Wealth Concepts Hybrid Fund Gp, Llc Promoter
Tina Martinez Executive, Promoter
Heather Mercier Executive, Promoter
Michael Rubenstein Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
275 Battery Street Suite 1600
San Francisco, CA, 94111
Phone: 415-738-8283