Form D · Other Investment Fund
Boston Capital Intermediate Term Income Fund LLC
Boston, MA · CIK 0001525535
Offering snapshot reported Jul 12, 2011 · SEC filing
- Reported sold
- $30.3M Offering amount: $75M
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Jun 30, 2011 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 |
|---|---|---|---|---|---|
| Jul 12, 2011 | Initial | $30,250,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity, Debt, Pooled investment fund
- Exemptions
- 06, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $220K (estimated)
- Finders' fees
- $80K (estimated)
- Form D file number
- 021-162719
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Kevin Patrick Castello | 1322236 | Boston Capital Securities, Inc. · CRD 14611 |
| Albert Guy Hubschman | 1148644 | Boston Capital Securities, Inc. · CRD 14611 |
| Laurie L. Schoenburg | 4687917 | Merrill Lynch. Pierce, Fenner & Smith Incorporated · CRD 7691 |
| Albert Jude Vaccaro | 4373816 | Merrill Lynch. Pierce, Fenner & Smith Incorporated · CRD 7691 |
| Michael Joseph Connolly | 1233191 | Compass Securites Corporation · CRD 16168 |
| Eagle Realty Group | None |
Source: Form D, filed Jul 12, 2011. 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 Bcitif Associates Llc | Executive, Promoter |
| N/A Boston Capital Holdings Limited Partnership | Promoter |
| N/A Boston Capital Partners Ii Corporation | Executive |
| Kevin Partick Costello | Executive |
| Jeffrey H. Goldstein | Executive |
| John Patrick Manning | Director, Executive, Promoter |
| Marc Noel Teal | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
One Boston Place Suite 2100
Boston, MA, 02108-4406
Boston, MA, 02108-4406