Form D · Hedge Fund

BCM Yield Fund, LP

Pottstown, PA · CIK 0001861827

Offering snapshot reported Oct 29, 2021 · SEC filing

Reported sold
$270K
Indefinite offering
Investors reported
7
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 20, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 29, 2021Amendment$269,900No comparison7SEC filing
May 14, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-399505

Source: Form D, filed Oct 29, 2021. 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

BCM YIELD FUND, LP

Investment adviser: BERKLEY CAPITAL MANAGEMENT, LLC

Gross asset value
$1.53M
Beneficial owners
0
ADV minimum commitment
$100K

Reported in Form ADV on Oct 25, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SUDRANIA FUND SERVICES CORP. DOWNER'S GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MICHAEL COGLIANESE CPA, P.C. BLOOMINGDALE, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874

Filing source

Form ADV 1683444 · Oct 25, 2022 · Schedule D 7.B.(1), fund 805-4499413984

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
Bcm Yield Gp, Llc Director, Executive, Promoter
Berkley Capital Management, Llc Director, Executive, Promoter
William Boyle Executive, Promoter
Benjamin Dexter Duggan Executive, Promoter
Thomas Ott Executive, Promoter
John Bradley Trimper Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
152 E High Street Suite 440 E
Pottstown, PA, 19464