Form D · Hedge Fund

Berkshire SP Hedged Equity Fund 2021-2, LLC

Carmel, IN · CIK 0001849832

Offering snapshot reported Mar 24, 2023 · SEC filing

Reported sold: $27.6M
Investors reported: 60
Minimum accepted: $0
First sale: Mar 22, 2021

Fundraising history

Reported sold

Dates 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

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 24, 2023	Amendment	$27,616,000	$0vs Mar 25, 2022	60	SEC filing
Mar 25, 2022	Amendment	$27,616,000	$26,816,000vs Mar 26, 2021	60	SEC filing
Mar 26, 2021	Initial	$800,000	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: 021-393691

Source: Form D, filed Mar 24, 2023. 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 SP HEDGED EQUITY FUND 2021-2, LLC

Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC

Gross asset value: $7.8M
Beneficial owners: 68
ADV minimum commitment: $150K

Reported in Form ADV on Mar 14, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KATZ, SAPPER & MILLER LLP INDIANAPOLIS, Indiana, United States

Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KATZ, SAPPER & MILLER LLP
PCAOB 2804

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 1958362 · Mar 14, 2025 · Schedule D 7.B.(1), fund 805-4212591221

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
Name	Reported role
Catherine E. Farley	Director, Executive
N/A Oxford Financial Group, Ltd.	Director
Lisa Walker	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

11711 North Meridian Street, Suite 600
Carmel, IN, 46032