Form D · Other
Bodri Capital Management, LLC, as Trustee under that certain Declaration of Trust dated December 17, 2015
Palo Alto, CA · CIK 0001662541
Offering snapshot reported Dec 30, 2015 · SEC filing
- Reported sold
- $4M Indefinite offering
- Investors reported
- 78 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Dec 17, 2015 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 |
|---|---|---|---|---|---|
| Dec 30, 2015 | Initial | $4,000,000 | No comparison | 78 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-254168
Trust Interests
Source: Form D, filed Dec 30, 2015. 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 |
|---|---|
| N/A Bodri Capital Management, Llc | Executive |
| Jerome H. Debs | Executive |
| Bryan T. Schultz | Executive |
Issuer details
Industry: Other (See others in industry)
Address:
290 Lowell Avenue
Palo Alto, CA, 94301
Palo Alto, CA, 94301