Form D · Other Investment Fund

Anderson Cash Partners, LLC

Birmingham, AL · CIK 0001545291

Offering snapshot reported Mar 25, 2019 · SEC filing

Reported sold
$411M
Indefinite offering
Investors reported
43
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Feb 1, 2001
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$206M$411MMar 23, 2012: $244,945,323.00Mar 23, 2012Mar 29, 2013: $273,911,524.00Mar 25, 2014: $307,585,236.00Mar 30, 2015: $325,576,516.00Mar 25, 2016: $355,338,207.00Mar 16, 2017: $372,628,473.00Mar 26, 2018: $400,002,309.00Mar 25, 2019: $411,439,084.00Mar 25, 2019

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 sold$400,002,309 → $411,439,084
  • Reported investors40 → 43

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 25, 2019Amendment$411,439,084$11,436,775vs Mar 26, 201843SEC filing
Mar 26, 2018Amendment$400,002,309$27,373,836vs Mar 16, 201740SEC filing
Mar 16, 2017Amendment$372,628,473$17,290,266vs Mar 25, 201643SEC filing
Mar 25, 2016Amendment$355,338,207$29,761,691vs Mar 30, 201539SEC filing
Mar 30, 2015Amendment$325,576,516$17,991,280vs Mar 25, 201441SEC filing
Mar 25, 2014Amendment$307,585,236$33,673,712vs Mar 29, 201339SEC filing
Mar 29, 2013Amendment$273,911,524$28,966,201vs Mar 23, 201242SEC filing
Mar 23, 2012Initial$244,945,323No comparison37SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-175460

Source: Form D, filed Mar 25, 2019. 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 CASH PARTNERS, LLC

Investment adviser: ANDERSON GROWTH PARTNERS, LLC

Gross asset value
$6.77M
Beneficial owners
43
ADV minimum commitment
$0

Reported in Form ADV on Mar 28, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP BIRMINGHAM, Alabama, United States
Custodian BANK OF AMERICA MERRILL LYNCH ATLANTA, Georgia, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC PURCHASE, New York, United States Related to adviser: No
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: No
Custodian SERVISFIRST BANCSHARES, INC. BIRMINGHAM, Alabama, United States Related to adviser: No
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
Prime broker MORGAN STANLEY PURCHASE, New York, United States
Prime broker ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States
Prime broker STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

BANK OF AMERICA MERRILL LYNCH
LEI 9DJT3UXIJIZJI4WX0774

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

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

SERVISFIRST BANCSHARES, INC.
LEI 549300XSS1CPK8G7B851

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

MORGAN STANLEY
CRD 149777 · SEC 8-68191

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

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 8-1447

Filing source

Form ADV 1298948 · Mar 28, 2019 · Schedule D 7.B.(1), fund 805-6742121131

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:
2 Metroplex Drive Suite 102
Birmingham, AL, 35209