Form D · Hedge Fund

Avalon Hedged Equity Fund LP

Midland, TX · CIK 0001610836

Offering snapshot reported Dec 15, 2014 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 15, 2014InitialYet to sellNo comparison0SEC filing
Aug 20, 2014InitialYet to sellNo comparison0SEC filing
Jun 19, 2014InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-230078

Source: Form D, filed Dec 15, 2014. 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

AVALON HEDGED EQUITY FUND, LP

Investment adviser: SYNTAL CAPITAL PARTNERS, LLC

Gross asset value
$0
Beneficial owners
17
ADV minimum commitment
$100K

Reported in Form ADV on Nov 13, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUNDS SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No
Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Filing source

Form ADV 1462395 · Nov 13, 2020 · Schedule D 7.B.(1), fund 805-8760317971

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
Chad L. Clary Director, Executive
Dane E. Crunk Director, Executive
Syntal Equity Partners, Llc Director, Executive
Avalon Hedged Equity Gp, Lp Director, Executive
Avalon Hedged Equity Gp, Lp Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1901 Heritage Blvd
Midland, TX, 79707