Form D · Hedge Fund
Berkshire Hedged Equity SEG 2021-1, LLC
Carmel, IN · CIK 0001840535
Offering snapshot reported Jan 7, 2026 · SEC filing
- Reported sold
- $68.7M Indefinite offering
- Investors reported
- 110 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 20, 2021 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
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 |
|---|---|---|---|---|---|
| Jan 7, 2026 | Amendment | $68,683,000 | $0vs Jan 21, 2025 | 110 | SEC filing |
| Jan 21, 2025 | Amendment | $68,683,000 | $0vs Oct 22, 2024 | 110 | SEC filing |
| Oct 22, 2024 | Amendment | $68,683,000 | $0vs Jan 4, 2024 | 110 | SEC filing |
| Jan 4, 2024 | Amendment | $68,683,000 | $0vs Jan 5, 2023 | 110 | SEC filing |
| Jan 5, 2023 | Amendment | $68,683,000 | $0vs Jan 11, 2022 | 110 | SEC filing |
| Jan 11, 2022 | Amendment | $68,683,000 | $62,863,000vs Jan 26, 2021 | 110 | SEC filing |
| Jan 26, 2021 | Initial | $5,820,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-387300
Source: Form D, filed Jan 7, 2026. 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
BERKSHIRE HEDGED EQUITY SEG 2021-1, LLC
Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC
- Gross asset value
- $58.8M
- Beneficial owners
- 92
- ADV minimum commitment
- $150K
Reported in Form ADV on Jul 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
GRASSI & CO.
PCAOB 606
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Filing source
Form ADV 2118086 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-7347107352
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.
| Name | Reported role |
|---|---|
| Kristina R. Baron | Executive |
| Brian D. Copsey | Executive |
| Catherine E. Farley | Executive |
| N/A Oxford Financial Group, Ltd. | Director |
| N/A Oxford Financial Group, Ltd. Llc | Director, Promoter |
| Robert "Bo" D. Ramsey Iii | Executive |
| Robert "Bo" D. Ramsey Iiii | Executive |
| Jeffrey H. Thomasson | Executive |
| Lisa Walker | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Carmel, IN, 46032