Form D · Private Equity Fund
Brown Advisory Investors 2009-CRTI Exempt I, LLLP
Baltimore, MD · CIK 0001485569
Offering snapshot reported Mar 1, 2010 · SEC filing
- Reported sold
- $3.8M Offering amount: $3.8M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- May 19, 2009 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 |
|---|---|---|---|---|---|
| Mar 1, 2010 | Initial | $3,800,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-139118
Source: Form D, filed Mar 1, 2010. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
BROWN ADVISORY INVESTORS 2009-CRTI EXEMPT I, LLLP
Investment adviser: BROWN ADVISORY LLC
- Gross asset value
- $0
- Beneficial owners
- 7
- ADV minimum commitment
- $250K
Reported in Form ADV on Mar 31, 2014. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 805678 · Mar 31, 2014 · Schedule D 7.B.(1), fund 805-1787742741
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 Bat Commingled Fund Manager, Inc. | Promoter |
| N/A Brown Investment Advisory & Trust Company | Promoter |
| David M. Churchill | Director, Executive |
| Mark M. Collins, Jr. | Executive |
| Nancy Denney | Executive |
| Michael D. Hankin | Director, Executive |
| Stanard T. Klinefelter | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Baltimore, MD, 21231