Form D · Private Equity Fund
Aloe Investment, LLC
Boston, MA · CIK 0001573438
Offering snapshot reported Apr 1, 2013 · SEC filing
- Reported sold
- $4.55M Offering amount: $4.55M
- Investors reported
- 26 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Sep 26, 2012 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 1, 2013 | Initial | $4,550,000 | No comparison | 26 | SEC 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
- 021-194275
Source: Form D, filed Apr 1, 2013. 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
ALOE INVESTMENT, LLC
Investment adviser: REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
- Gross asset value
- $2.3M
- Beneficial owners
- 23
- ADV minimum commitment
- $25K
Reported in Form ADV on Mar 27, 2014. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 808167 · Mar 27, 2014 · Schedule D 7.B.(1), fund 805-5947793260
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.
| Name | Reported role |
|---|---|
| Patrick Mc Veigh | Director, Executive, Promoter |
| Charlton Reynders | Director, Executive, Promoter |
| Reynders Mc Veigh Capital Management, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02110