Form D · Other Banking and Financial Services

AMGIC Bank Fund I, LLLP

Englewood, CO · CIK 0001470660

Offering snapshot reported Aug 31, 2009 · SEC filing

Reported sold
$7.25M
Indefinite offering
Investors reported
29
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 30, 2009
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
Aug 31, 2009Initial$7,250,000No comparison29SEC filing

Offering details

Securities
Not reported
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-134059

Source: Form D, filed Aug 31, 2009. 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

CUPOLA FINANCIAL FUND I, LLLP

Investment adviser: ASSET MANAGEMENT GROUP INVESTMENT CORP.

Gross asset value
$1.24M
Beneficial owners
54
ADV minimum commitment
$100K

Reported in Form ADV on Dec 24, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator AMG NATIONAL TRUST BANK GREENWOOD VILLAGE, Colorado, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Auditor HAYNIE AND COMPANY LITTLETON, Colorado, United States
Custodian AMG NATIONAL TRUST BANK GREENWOOD VILLAGE, Colorado, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HAYNIE AND COMPANY
PCAOB 457

Filing source

Form ADV 2032231 · Dec 24, 2025 · Schedule D 7.B.(1), fund 805-6499968550

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
Michael D Bergmann Executive
Earl L Wright Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
6501 East Belleview Avenue Suite 400
Englewood, CO, 80111