Form D · Hedge Fund

Allerion Investment Partners, LLC

Minneapolis, MN · CIK 0001487403

Offering snapshot reported Mar 11, 2014 · SEC filing

Reported sold
$4.8M
Indefinite offering
Investors reported
13
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 19, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.4M$4.8MMar 21, 2011: $300,000.00Mar 21, 2011Mar 13, 2012: $3,783,800.00Mar 13, 2012Mar 12, 2013: $4,803,570.00Mar 12, 2013Mar 11, 2014: $4,803,570.00Mar 11, 2014

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 11, 2014Amendment$4,803,570$0vs Mar 12, 201313SEC filing
Mar 12, 2013Amendment$4,803,570$1,019,770vs Mar 13, 201213SEC filing
Mar 13, 2012Amendment$3,783,800$3,483,800vs Mar 21, 201110SEC filing
Mar 21, 2011Initial$300,000No comparison1SEC filing
Mar 25, 2010Initial$300,000No comparison1SEC filing

Offering details

Securities
Equity, 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
021-157084

Source: Form D, filed Mar 11, 2014. 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.

People and organizations reported in Form D filings
NameReported role
N/A Allerion Asset Management, Llc Promoter
Brian J. Luedtke Executive, Promoter
Gerald Scane Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
90 South Seventh Street Suite 5125
Minneapolis, MN, 55402