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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 1, 2013Initial$4,550,000No comparison26SEC 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

Auditor WOLF & COMPANY BOSTON, Massachusetts, United States
Custodian FIDELITY BOSTON, Massachusetts, 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
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.

People and organizations reported in Form D filings
NameReported 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:
121 High Street 5 Th Floor
Boston, MA, 02110