Form D · Other Investment Fund
BHC PL II Co-Invest LP
Richmond, VA · CIK 0001683480
Offering snapshot reported Oct 19, 2016 · SEC filing
- Reported sold
- $175K Offering amount: $175K
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Oct 7, 2016 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 19, 2016 | Initial | $175,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-272836
Source: Form D, filed Oct 19, 2016. 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
BHC PL II CO-INVEST LP
Investment adviser: BLUE HERON CAPITAL MANAGEMENT, LLC
- Gross asset value
- $0
- Beneficial owners
- 5
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 30, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
Filing source
Form ADV 1742199 · Mar 30, 2023 · Schedule D 7.B.(1), fund 805-5458867058
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 |
|---|---|
| Thomas Q Benedetti | Director, Executive, Promoter |
| Michael J Marcantonio | Director, Executive, Promoter |
| Samuel T Sezak | Director, Executive, Promoter |
| Andrew S Tichenor | Director, Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Richmond, VA, 23235