Form D · Other Investment Fund
AOG Institutional Diversified Master Fund
Reston, VA · CIK 0001897593
Offering snapshot reported Feb 3, 2022 · SEC filing
- Reported sold
- $9.58M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 31, 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 3, 2022 | Initial | $9,575,000 | No comparison | 1 | 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
- 021-432219
Contribution by AOG Institutional Diversified Fund
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