Form D · Other Investment Fund
BLUE HERON SHORT-TERM INFRASTRUCTURE FUND
Winchester, MA · CIK 0001984682
Offering snapshot reported Sep 18, 2023 · SEC filing
- Reported sold
- $2.77M Indefinite offering
- Investors reported
- 30 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Jul 1, 2022 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 |
|---|---|---|---|---|---|
| Sep 18, 2023 | Initial | $2,765,000 | No comparison | 30 | SEC filing |
| Jul 18, 2023 | Initial | $2,765,000 | No comparison | 30 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $10.2K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-492367
Bridge Loans (This is a sub-fund/feeder fund to Glide Direct Series, LLC - Form D filed 3/20/2023)
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| EQUUS FINANCIAL CONSULTING LLC | None | EQUUS FINANCIAL CONSULTING LLC · CRD 131449 |
| STONEHAVEN, LLC | None | STONEHAVEN, LLC · CRD 118913 |
Source: Form D, filed Sep 18, 2023. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Mark Fitzpatrick | Promoter |
| Timothy Pynchon | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
61 Fletcher Street
Winchester, MA, 01890
Winchester, MA, 01890