Form D · Investing

Charter Oak CoMC Acquisition LLC

Westport, CT · CIK 0001479649

Offering snapshot reported Dec 30, 2009 · SEC filing

Reported sold
$1.8M
Offering amount: $2.2M
Investors reported
11
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Dec 11, 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
Dec 30, 2009Initial$1,800,000No comparison11SEC filing

Offering details

Securities
Not reported
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-137283

Source: Form D, filed Dec 30, 2009. 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 COMC ACQUISITION, LLC

Investment adviser: CHARTER OAK EQUITY, LP

Gross asset value
$3.9M
Beneficial owners
16
ADV minimum commitment
$0

Reported in Form ADV on Mar 30, 2016. 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 1003033 · Mar 30, 2016 · Schedule D 7.B.(1), fund 805-2093935555

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
Paul Roughan Director

Issuer details

Industry: Investing (See others in industry)

Address:
10 Wright Street Suite 210
Westport, CT, 06880