Form D · Other Investment Fund

ANCHOR IRA FUND, LLC

Calabasas, CA · CIK 0001647665

Offering snapshot reported Aug 27, 2020 · SEC filing

Reported sold
$44.2M
Indefinite offering
Investors reported
372
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jul 18, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$38.1M$76.2MJul 10, 2015: $10,661,523.00Jul 10, 2015Sep 1, 2016: $51,330,481.00Sep 1, 2016Aug 22, 2017: $75,107,047.00Aug 22, 2017Aug 22, 2018: $76,202,285.00Aug 22, 2018Aug 27, 2019: $44,225,830.00Aug 27, 2019Aug 27, 2020: $44,225,830.00Aug 27, 2020

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
Aug 27, 2020Amendment$44,225,830$0vs Aug 27, 2019372SEC filing
Aug 27, 2019Amendment$44,225,830-$31,976,455vs Aug 22, 2018372SEC filing
Aug 22, 2018Amendment$76,202,285$1,095,238vs Aug 22, 2017359SEC filing
Aug 22, 2017Amendment$75,107,047$23,776,566vs Sep 1, 2016353SEC filing
Sep 1, 2016Amendment$51,330,481$40,668,958vs Jul 10, 2015231SEC filing
Jul 10, 2015Initial$10,661,523No comparison71SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-243405
See Clarification of Response provided in Form D Amendment filed on 08/27/2019 (SEC File/Film Number: 021-243405/191056974).

Source: Form D, filed Aug 27, 2020. 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
Jeffrey Lipton Executive
Stephen Pollack Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5230 Las Virgines Road, Suite 105
Calabasas, CA, 91302