Form D · Other Investment Fund
Advantage Advisers Birch Grove Access Fund, LLC
New York, NY · CIK 0001612788
Offering snapshot reported Feb 9, 2018 · SEC filing
- Reported sold
- $19.3M Indefinite offering
- Investors reported
- 72 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Sep 1, 2014 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 9, 2018 | Amendment | $19,306,106 | $0vs Feb 10, 2017 | 72 | SEC filing |
| Feb 10, 2017 | Amendment | $19,306,106 | $8,658,544vs Feb 10, 2016 | 72 | SEC filing |
| Feb 10, 2016 | Amendment | $10,647,562 | $5,337,208vs Feb 10, 2015 | 33 | SEC filing |
| Feb 10, 2015 | Amendment | $5,310,354 | No comparison | 15 | SEC filing |
| Jul 7, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $27K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-220466
This figure was calculated from inception through 1/31/18.
This figure was calculated from inception through 12/31/17.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Oppenheimer & Co. Inc. | 249 |
Source: Form D, filed Feb 9, 2018. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Bryan Edward Mc Kigney | Executive |
| Oppenheimer & Co. Inc. N/A | Promoter |
| Oppenheimer Asset Management Inc. N/A | Promoter |
| Oppenheimer Alternative Investment Management, Llc N/A | Executive |
| N/A Oppenheimer Alternative Investment Management, Llc | Executive |
| N/A Oppenheimer Asset Management Inc. | Promoter |
| N/A Oppenheimer & Co. Inc. | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10004