Form D · Other Investment Fund
Aequitas Private Client Fund, LLC
Lake Oswego, OR · CIK 0001649753
Offering snapshot reported Jul 31, 2015 · SEC filing
- Reported sold
- Yet to sell Offering amount: $150M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Yet to occur 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 31, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Debt, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-244921
The minimum investment may be waived by the Manager in its sole discretion.
Source: Form D, filed Jul 31, 2015. 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 |
|---|---|
| Aequitas Investment Management, Llc Aequitas Investment Management, Llc | Executive |
| N. Scott Gillis | Executive |
| Robert R. Holmen | Executive |
| Robert J. Jesenik | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
5300 Meadows Road Suite 400
Lake Oswego, OR, 97035
Lake Oswego, OR, 97035