Form D · Other Investment Fund

BADGER FUND OF FUNDS I, L.P.

Madison, WI · CIK 0001645694

Offering snapshot reported Jun 19, 2015 · SEC filing

Reported sold
$25.5M
Offering amount: $50M
Investors reported
2
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 3, 2015
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
Jun 19, 2015Initial$25,500,000No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-242126

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANone

Source: Form D, filed Jun 19, 2015. 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

BADGER FUND OF FUNDS I, LP

Investment adviser: SUN MOUNTAIN CAPITAL ADVISORS, LLC

Gross asset value
$30.2M
Beneficial owners
26
ADV minimum commitment
$65K

Reported in Form ADV on Jun 18, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BDO USA, LLP MADISON, Wisconsin, United States
Custodian CAPITOL BANK MADISON, Wisconsin, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Prime broker WELLS FARGO CLEARING SERVICES, LLC SANTA BARBARA, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, LLP
PCAOB 243

WELLS FARGO CLEARING SERVICES, LLC
CRD 19616 · SEC 8-37180

Filing source

Form ADV 1883909 · Jun 18, 2024 · Schedule D 7.B.(1), fund 805-1417738402

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
Brian Birk Promoter
Sally Corning Promoter
Ken Johnson Promoter
Leslie Shaw Promoter
Sun Mountain Kegonsa, Llc Sun Mountain Kegonsa, Llc Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
101 Nob Hill Road
Madison, WI, 53713