Form D · Other Investment Fund
AOG Institutional Diversified Fund
Reston, VA · CIK 0001897540
Offering snapshot reported Feb 3, 2022 · SEC filing
- Reported sold
- $9.58M Indefinite offering
- Investors reported
- 35 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Nov 29, 2021 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 |
|---|---|---|---|---|---|
| Feb 3, 2022 | Initial | $9,575,000 | No comparison | 35 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-432209
Source: Form D, filed Feb 3, 2022. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Frederick Baerenz | Executive |
| Kate Di Geronimo | Director |
| John Grady | Director |
| Alpha Omega Group, Inc. Dba Aog Wealth Management [N/A] | Promoter |
| James Ortlip | Executive |
| Michelle Whitlock | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
11911 Freedom Drive Suite 730
Reston, VA, 20190-5672
Reston, VA, 20190-5672