Form D · Other Investment Fund

Acrewood VIII, LP

Bryn Mawr, PA · CIK 0001730095

Offering snapshot reported Feb 1, 2018 · SEC filing

Reported sold
$14.6M
Indefinite offering
Investors reported
3
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 24, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 1, 2018Initial$14,642,174No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-304615

Source: Form D, filed Feb 1, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ACREWOOD VIII, L.P.

Investment adviser: ACREWOOD HOLDINGS, LLC

Gross asset value
$6.77M
Beneficial owners
36
ADV minimum commitment
$100K

Reported in Form ADV on Mar 22, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SANNE GROUP US LLC NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Marketer PICKWICK CAPITAL ADVISORS, LLC WHITE PLAINS, New York, United States Related to adviser: No
Marketer TAG SECURITIES, INC. BOCA RATON, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

PICKWICK CAPITAL ADVISORS, LLC
CRD 139114 · SEC 801-65828

TAG SECURITIES, INC.
CRD 35513

Filing source

Form ADV 1603656 · Mar 22, 2022 · Schedule D 7.B.(1), fund 805-6986256138

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Jamie Barrett Promoter
Stephen Chang Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
40 Morris Avenue Suite 230
Bryn Mawr, PA, 19010