Form D · Other Investment Fund

ANDERSON KENMARE, LLC

Birmingham, AL · CIK 0001481004

Offering snapshot reported Mar 24, 2014 · SEC filing

Reported sold
$1.92M
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jan 6, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$961K$1.92MJan 20, 2010: $1,004,000.00Jan 20, 2010Mar 23, 2012: $1,504,000.00Mar 23, 2012Mar 28, 2013: $1,779,000.00Mar 28, 2013Mar 24, 2014: $1,922,739.00Mar 24, 2014

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$1,779,000 → $1,922,739
  • Reported investors5 → 4

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 24, 2014Amendment$1,922,739$143,739vs Mar 28, 20134SEC filing
Mar 28, 2013Amendment$1,779,000$275,000vs Mar 23, 20125SEC filing
Mar 23, 2012Amendment$1,504,000$500,000vs Jan 20, 20104SEC filing
Jan 20, 2010Initial$1,004,000No comparison2SEC 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
021-138007

Source: Form D, filed Mar 24, 2014. 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 KENMARE, LLC

Investment adviser: ANDERSON GROWTH PARTNERS, LLC

Gross asset value
$1.01M
Beneficial owners
4
ADV minimum commitment
$25K

Reported in Form ADV on Mar 28, 2014. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ABROMS & ASSOCIATES FLORENCE, Alabama, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BIRMINGHAM, Alabama, United States
Custodian SUN TRUST BANKS, INC. FLORENCE, Alabama, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 784143 · Mar 28, 2014 · Schedule D 7.B.(1), fund 805-2984017603

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