Form D · Other Investment Fund

AGP Lodge Hill, LLC

Birmingham, AL · CIK 0001697543

Offering snapshot reported Mar 26, 2018 · SEC filing

Reported sold
$500K
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 1, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$250K$500KFeb 9, 2017: $500,000.00Feb 9, 2017Mar 26, 2018: $500,000.00Mar 26, 2018

Dates 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.

  • Reported investors1 → 2

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 26, 2018Amendment$500,000$0vs Feb 9, 20172SEC filing
Feb 9, 2017Initial$500,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-280424

Source: Form D, filed Mar 26, 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

AGP LODGE HILL, LLC

Investment adviser: ANDERSON GROWTH PARTNERS, LLC

Gross asset value
$484K
Beneficial owners
2
ADV minimum commitment
$25K

Reported in Form ADV on Mar 29, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP BIRMINGHAM, Alabama, United States
Custodian BANK OF AMERICA MERRILL LYNCH ATLANTA, Georgia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

BANK OF AMERICA MERRILL LYNCH
LEI 9DJT3UXIJIZJI4WX0774

Filing source

Form ADV 1194200 · Mar 29, 2018 · Schedule D 7.B.(1), fund 805-3350018607

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
Clyde Anderson Executive
Anderson Growth Partners, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2801 Highway 280 S, Suite 350
Birmingham, AL, 35223