Form D · Other Investment Fund
Buchanan Income & Growth Fund, L.P.
Newport Beach, CA · CIK 0001730833
Offering snapshot reported Sep 6, 2024 · SEC filing
- Reported sold
- $147M Indefinite offering
- Investors reported
- 362 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jan 30, 2018 As reported in this filing
Fundraising history
Reported soldDates 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$137,970,600 → $147,345,600
- Reported investors350 → 362
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 6, 2024 | Amendment | $147,345,600 | $9,375,000vs Nov 6, 2023 | 362 | SEC filing |
| Nov 6, 2023 | Amendment | $137,970,600 | $27,583,100vs Sep 7, 2021 | 350 | SEC filing |
| Sep 7, 2021 | Amendment | $110,387,500 | No comparison | Not reported | SEC filing |
| Jul 9, 2021 | Amendment | $91,662,500 | No comparison | Not reported | SEC filing |
| Oct 28, 2020 | Amendment | $70,940,000 | $10,575,000vs Sep 15, 2020 | 203 | SEC filing |
| Sep 15, 2020 | Amendment | $60,365,000 | $37,315,000vs Dec 13, 2018 | 187 | SEC filing |
| Jul 31, 2019 | Amendment | $32,805,000 | $9,755,000vs Dec 13, 2018 | 92 | SEC filing |
| Dec 13, 2018 | Amendment | $23,050,000 | $14,850,000vs Feb 8, 2018 | 65 | SEC filing |
| Feb 8, 2018 | Initial | $8,200,000 | No comparison | 23 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-305243
N/A
Source: Form D, filed Sep 6, 2024. 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 |
|---|---|
| Timothy John Ballard | Executive |
| N/A Big Fund Advisors, Llc | Executive |
| Robert Stanley Brunswick | Executive |
| N/A Buchanan Street Partners, L.P. | Executive |
| Robert John Dougherty | Executive |
| Christian Douglas Mac Donald | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
3501 Jamboree Road, Suite 4200
Newport Beach, CA, 92660
Newport Beach, CA, 92660