Form D · Other Investment Fund
Berkshire SP Hedged Equity, LLC
Carmel, IN · CIK 0001553728
Offering snapshot reported Feb 21, 2023 · SEC filing
- Reported sold
- $74.5M Indefinite offering
- Investors reported
- 150 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 26, 2012 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 21, 2023 | Amendment | $74,450,200 | $0vs Feb 28, 2022 | 150 | SEC filing |
| Feb 28, 2022 | Amendment | $74,450,200 | $2,710,000vs Mar 2, 2021 | 150 | SEC filing |
| Mar 2, 2021 | Amendment | $71,740,200 | $2,615,000vs Jan 12, 2021 | 148 | SEC filing |
| Jan 12, 2021 | Amendment | $69,125,200 | $14,545,000vs Jan 31, 2020 | 135 | SEC filing |
| Jan 31, 2020 | Amendment | $54,580,200 | $2,000,000vs Feb 1, 2019 | 121 | SEC filing |
| Feb 1, 2019 | Amendment | $52,580,200 | $615,000vs Feb 1, 2018 | 122 | SEC filing |
| Feb 1, 2018 | Amendment | $51,965,200 | $2,045,000vs Feb 1, 2017 | 115 | SEC filing |
| Feb 1, 2017 | Amendment | $49,920,200 | $12,425,000vs Feb 1, 2016 | 111 | SEC filing |
| Feb 1, 2016 | Amendment | $37,495,200 | $1,535,000vs Oct 14, 2015 | 85 | SEC filing |
| Oct 14, 2015 | Amendment | $35,960,200 | $1,870,000vs Apr 13, 2015 | 81 | SEC filing |
| Apr 13, 2015 | Amendment | $34,090,200 | $4,310,000vs Dec 11, 2014 | 79 | SEC filing |
| Dec 11, 2014 | Amendment | $29,780,200 | $4,280,000vs Aug 11, 2014 | 70 | SEC filing |
| Aug 11, 2014 | Amendment | $25,500,200 | $1,120,000vs Feb 13, 2014 | 61 | SEC filing |
| Feb 13, 2014 | Amendment | $24,380,200 | $2,636,000vs Sep 9, 2013 | 58 | SEC filing |
| Sep 9, 2013 | Amendment | $21,744,200 | $10,623,200vs Feb 1, 2013 | 53 | SEC filing |
| Feb 1, 2013 | Amendment | $11,121,000 | $7,120,000vs Jul 10, 2012 | 32 | SEC filing |
| Nov 6, 2012 | Amendment | $7,892,000 | $3,891,000vs Jul 10, 2012 | 20 | SEC filing |
| Jul 10, 2012 | Initial | $4,001,000 | No comparison | 14 | 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
- 021-180954
Source: Form D, filed Feb 21, 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, LLC
Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC
- Gross asset value
- $18M
- Beneficial owners
- 93
- ADV minimum commitment
- $250K
Reported in Form ADV on Mar 14, 2025. 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
- No
- Administrator other than the adviser
- No
- External marketing
- No
KATZ, SAPPER & MILLER LLP
PCAOB 2804
Filing source
Form ADV 1958362 · Mar 14, 2025 · Schedule D 7.B.(1), fund 805-4644259552
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 |
|---|---|
| Tim M Dean | Director, Executive |
| Catherine E. Farley | Director, Executive |
| Group, Ltd. Oxford Financial | Director |
| Lisa A Walker | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Carmel, IN, 46032