Form D · Other Investment Fund

Anderson BAMM Holdings, LLC

Birmingham, AL · CIK 0001545289

Offering snapshot reported Mar 31, 2015 · SEC filing

Reported sold
$27.5M
Indefinite offering
Investors reported
19
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 9, 2007
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.7M$27.5MMar 23, 2012: $27,476,771.00Mar 23, 2012Mar 29, 2013: $27,476,771.00Mar 29, 2013Mar 25, 2014: $27,476,771.00Mar 25, 2014Mar 31, 2015: $27,476,771.00Mar 31, 2015

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.

  • Reported investors20 → 19

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 31, 2015Amendment$27,476,771$0vs Mar 25, 201419SEC filing
Mar 25, 2014Amendment$27,476,771$0vs Mar 29, 201320SEC filing
Mar 29, 2013Amendment$27,476,771$0vs Mar 23, 201220SEC filing
Mar 23, 2012Initial$27,476,771No comparison16SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-175465

Source: Form D, filed Mar 31, 2015. 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

ANDERSON BAMM HOLDINGS, LLC

Investment adviser: ANDERSON GROWTH PARTNERS, LLC

Gross asset value
$4.92M
Beneficial owners
19
ADV minimum commitment
$25K

Reported in Form ADV on Mar 28, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP BIRMINGHAM, Alabama, United States
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: No
Prime broker ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497

ROBERT W. BAIRD & CO. INCORPORATED
CRD 8158 · SEC 8-497

Filing source

Form ADV 989066 · Mar 28, 2016 · Schedule D 7.B.(1), fund 805-8413160905

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
Clyde B Anderson Executive
Anderson Growth Partners, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2801 Highway 280 South Suite 350
Birmingham, AL, 35223