Form D · Other Investment Fund

ANDERSON TREMBLANT CAPITAL LLC

Birmingham, AL · CIK 0001422160

Offering snapshot reported Mar 25, 2019 · SEC filing

Reported sold
$11.9M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 30, 2007
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.97M$11.9MDec 17, 2007Apr 5, 2012: $9,726,000.00Mar 28, 2013: $9,726,000.00Mar 25, 2014: $11,867,738.00Mar 30, 2015: $11,948,380.00Mar 25, 2016: $11,948,380.00Mar 14, 2017: $11,948,380.00Mar 26, 2018: $11,948,380.00Mar 25, 2019: $11,948,380.00Mar 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 investors9 → 8

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 25, 2019Amendment$11,948,380$0vs Mar 26, 20188SEC filing
Mar 26, 2018Amendment$11,948,380$0vs Mar 14, 20179SEC filing
Mar 14, 2017Amendment$11,948,380$0vs Mar 25, 201611SEC filing
Mar 25, 2016Amendment$11,948,380$0vs Mar 30, 201511SEC filing
Mar 30, 2015Amendment$11,948,380$2,222,380vs Apr 5, 201213SEC filing
Mar 25, 2014Amendment$11,867,738$2,141,738vs Mar 28, 201313SEC filing
Mar 28, 2013Amendment$9,726,000$0vs Apr 5, 20129SEC filing
Apr 5, 2012Amendment$9,726,000No comparison13SEC filing
Dec 17, 2007PaperNot reportedNo comparisonNot reportedSEC 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
021-112493

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 TREMBLANT CAPITAL, LLC

Investment adviser: ANDERSON GROWTH PARTNERS, LLC

Gross asset value
$1.44M
Beneficial owners
8
ADV minimum commitment
$25K

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
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

BANK OF AMERICA MERRILL LYNCH
LEI 9DJT3UXIJIZJI4WX0774

Filing source

Form ADV 1298948 · Mar 28, 2019 · Schedule D 7.B.(1), fund 805-2271299260

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