Form D · Other Investment Fund
Annie-Metamorphosis VIII LLC
Greenwich, CT · CIK 0001958817
Offering snapshot reported Mar 15, 2023 · SEC filing
- Reported sold
- $7.79M Indefinite offering
- Investors reported
- 17 Form D · investor count
- Minimum accepted
- $20K Reported outside-investor minimum
- First sale
- Nov 28, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 15, 2023 | Initial | $7,790,000 | No comparison | 17 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-475964
Source: Form D, filed Mar 15, 2023. 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
METAMORPHOSIS VIII LLC
Investment adviser: CRUISER CAPITAL ADVISORS, LLC
- Gross asset value
- $20.6M
- Beneficial owners
- 24
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 28, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SINGER LEWAK LLP
PCAOB 367
WELLS FARGO SECURITIES, LLC
SEC 8-65876
WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876
Filing source
Form ADV 1821964 · Mar 28, 2024 · Schedule D 7.B.(1), fund 805-4117672734
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.
| Name | Reported role |
|---|---|
| Bret Bowerman | Executive |
| N/A Cruiser Capital Advisors, Llc ("Cca") | Executive, Promoter |
| N/A Cruiser Capital Management, Llc ("Ccm") | Executive |
| N/A Harbour Point Capital Management Lp ("Hpc") | Executive, Promoter |
| Robert Juneja | Executive |
| Charles J. Rose | Executive |
| Keith Rosenbloom | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Greenwich, CT, 06830