Form D · Private Equity Fund

Brown Advisory Investors 2009-CRTI, LLLP

Baltimore, MD · CIK 0001485571

Offering snapshot reported Feb 26, 2010 · SEC filing

Reported sold
$6.6M
Offering amount: $6.6M
Investors reported
24
Form D · investor count
Minimum accepted
$86K
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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 26, 2010Initial$6,600,000No comparison24SEC 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
021-139116

Source: Form D, filed Feb 26, 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 I, LLLP

Investment adviser: BROWN ADVISORY LLC

Gross asset value
$0
Beneficial owners
24
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

Custodian U.S. BANCORP MINNEAPOLIS, Minnesota, United States Related to adviser: No
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 805-9259198325

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.

People and organizations reported in Form D filings
NameReported 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:
C/O Brown Advisory Investors 901 South Bond Street, Suite 400
Baltimore, MD, 21231