Form D · Other Investment Fund

Bluestein TIPS Fund, L.P.

Birmingham, MI · CIK 0001471452

Offering snapshot reported Oct 21, 2009 · SEC filing

Reported sold
Yet to sell
Offering amount: $250M
Investors reported
0
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 21, 2009InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-135487

Source: Form D, filed Oct 21, 2009. 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

BLUESTEIN TIPS FUND, LP

Investment adviser: R.H. BLUESTEIN & CO LLC

Gross asset value
$3.68M
Beneficial owners
2
ADV minimum commitment
$500K

Reported in Form ADV on May 6, 2013. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor MCGLADREY LLP CHICAGO, Illinois, United States
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, 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
Filing source

Form ADV 735884 · May 6, 2013 · Schedule D 7.B.(1), fund 805-5079835463

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
NameReported role
Robert H. Bluestein Executive
Jeffrey N. Bluestein Executive
Jeremy J. Modell Executive
N/A N/A R.H. Bluestein & Co. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
260 E. Brown St. Suite 100
Birmingham, MI, 48009