Form D · Other Investment Fund

Albion Fund I, LP

Salt Lake City, UT · CIK 0001544636

Offering snapshot reported Mar 13, 2012 · SEC filing

Reported sold
$4.05M
Indefinite offering
Investors reported
21
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Oct 16, 2006
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
Mar 13, 2012Initial$4,050,000No comparison21SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-174847
Fund is closed and not offering new interests to be sold.

Source: Form D, filed Mar 13, 2012. 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

ALBION FUND I, LP

Investment adviser: ALBION MANAGEMENT GROUP

Gross asset value
$0
Beneficial owners
21
ADV minimum commitment
$250K

Reported in Form ADV on Jun 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor TANNER LLC SALT LAKE CITY, Utah, United States
Custodian CIBC BANK CHICAGO, Illinois, United States Related to adviser: No
Custodian NATIONAL ADVISORS TRUST COMPANY, FSB OVERLAND PARK, Kansas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

TANNER LLC
PCAOB 270

Filing source

Form ADV 2115284 · Jun 24, 2026 · Schedule D 7.B.(1), fund 805-1842512925

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
John Q Bird Executive
W Toby Levitt Executive
Douglas Wells Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
812 E 2100 S
Salt Lake City, UT, 84106