Form D · Private Equity Fund

Boyd Watterson Ltd Duration Mid-Grade Fund, LLC

Cleveland, OH · CIK 0001557556

Offering snapshot reported Jul 15, 2015 · SEC filing

Reported sold
$54.4M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jul 1, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27.2M$54.4MJul 15, 2013: $15,000,000.00Jul 15, 2013Sep 26, 2014: $39,490,787.00Sep 26, 2014Jul 15, 2015: $54,365,762.00Jul 15, 2015

Dates 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$39,490,787 → $54,365,762
  • Reported investors5 → 8

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 15, 2015Amendment$54,365,762$14,874,975vs Sep 26, 20148SEC filing
Sep 26, 2014Amendment$39,490,787$24,490,787vs Jul 15, 20135SEC filing
Jul 15, 2013Initial$15,000,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-199677

Source: Form D, filed Jul 15, 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.

People and organizations reported in Form D filings
NameReported role
Michael Edward Bee Executive, Promoter
N/A Boyd Watterson Asset Management, Llc Executive
Brian Lee Gevry Executive, Promoter
Timothy Michael Hyland Executive, Promoter
James Richard Shirak Executive, Promoter
N/A Titanium Asset Management Corp. Executive
James Allan Waler Executive, Promoter
John Lee Walsh Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Boyd Watterson Asset Management, Llc 1801 E. 9 Th Street, Suite 1400
Cleveland, OH, 44114