Form D · Hedge Fund
Bodhi Tree Tactical Asset Allocation Fund, LP
Weston, FL · CIK 0001741653
Offering snapshot reported Jan 19, 2021 · SEC filing
- Reported sold
- $9M Indefinite offering
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Jul 1, 2017 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.
- Reported sold$8,000,000 → $9,000,000
- Reported investors19 → 18
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 19, 2021 | Amendment | $9,000,000 | $1,000,000vs Jan 10, 2019 | 18 | SEC filing |
| Jan 10, 2019 | Amendment | $8,000,000 | $0vs Sep 27, 2018 | 19 | SEC filing |
| Sep 27, 2018 | Amendment | $8,000,000 | $0vs Jun 6, 2018 | 19 | SEC filing |
| Jun 6, 2018 | Initial | $8,000,000 | No comparison | 19 | 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
- 021-314029
Source: Form D, filed Jan 19, 2021. 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 |
|---|---|
| Gregory Joseph | Director |
| Rajat Joshi | Director |
| Shalin Madan | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
2700 Glades Circle Suite 120
Weston, FL, 33327
Weston, FL, 33327