Form D · Hedge Fund
Aspen Balanced Equity Fund LLC
Atlanta, 2Q · CIK 0001357182
Offering snapshot reported Aug 18, 2010 · SEC filing
- Reported sold
- $28.3M Indefinite offering
- Investors reported
- 31 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Apr 1, 2006 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 |
|---|---|---|---|---|---|
| Aug 18, 2010 | Initial | $28,326,396 | No comparison | 31 | SEC filing |
| Jul 17, 2009 | Initial | $11,063,010 | No comparison | 11 | SEC filing |
| Mar 16, 2006 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-146579
Source: Form D, filed Aug 18, 2010. 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 |
|---|---|
| Kenneth Eugene Banwart | Executive |
| William Ware Bush | Executive |
| Bryan Robert Fisher | Executive |
| Adam Langley | Executive |
| Robert Adam Langley | Executive |
| Jeremy L. Standrod | Executive |
| Deborah Holland Terry | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1230 Peachtree Street Ne Suite 1750
Atlanta, 2Q, 30309
Atlanta, 2Q, 30309