Form D · Investing
Charter Oak AxioMed Acquisition, LLC
Westport, CT · CIK 0001541465
Offering snapshot reported Feb 21, 2012 · SEC filing
- Reported sold
- $1.05M Offering amount: $3.05M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Jan 26, 2012 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 21, 2012 | Initial | $1,052,000 | No comparison | 18 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-173699
Source: Form D, filed Feb 21, 2012. 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
CHARTER OAK AXIOMED LLC
Investment adviser: CHARTER OAK EQUITY, LP
- Gross asset value
- $2.44M
- Beneficial owners
- 20
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 28, 2014. 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 809083 · Mar 28, 2014 · Schedule D 7.B.(1), fund 805-7509694734
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 |
|---|---|
| Mark Ullman | Director |
Issuer details
Industry: Investing (See others in industry)
Address:Westport, CT, 06880