Form D · Hedge Fund
Bodhi Tree Capital Management
Incline Village, NV · CIK 0001824509
Offering snapshot reported Jan 30, 2024 · SEC filing
- Reported sold
- $24M Indefinite offering
- Investors reported
- 21 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Feb 1, 2021 As reported in this filing
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 |
|---|---|---|---|---|---|
| Jan 30, 2024 | Initial | $24,000,000 | No comparison | 21 | SEC filing |
| Feb 12, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-503862
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Christopher DeLellis | None |
Source: Form D, filed Jan 30, 2024. 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 |
|---|---|
| Roger Wittenberg | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
563 Knotty Pine Drive
Incline Village, NV, 89451
Incline Village, NV, 89451