Form D · Other Banking and Financial Services
CBC Partners I, LLC
Bellevue, WA · CIK 0001524400
Offering snapshot reported Oct 14, 2016 · SEC filing
- Reported sold
- Yet to sell Offering amount: $150M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Oct 14, 2016 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Oct 16, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jun 24, 2015 | Amendment | $3,900,000 | No comparison | 10 | SEC filing |
| Dec 13, 2013 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jan 31, 2013 | Amendment | $9,525,000 | $1,350,000vs Jul 19, 2011 | 33 | SEC filing |
| Jul 19, 2011 | Initial | $8,175,000 | No comparison | 28 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-249596
Source: Form D, filed Oct 14, 2016. 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
CBC PARTNERS I, LLC
Investment adviser: CBC PARTNERS, LLC
- Gross asset value
- $9.14M
- Beneficial owners
- 32
- ADV minimum commitment
- $200K
Reported in Form ADV on Mar 29, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1860549 · Mar 29, 2024 · Schedule D 7.B.(1), fund 805-6223718271
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 |
|---|---|
| Alan Hallberg | Director |
| Mark Henkel | Director |
| John Otter | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:Bellevue, WA, 98004