Form D · Other

Charter Oak Cytopherx Acquisition I, LLC

Westport, CT · CIK 0001534837

Offering snapshot reported Nov 15, 2011 · SEC filing

Reported sold
$663K
Offering amount: $1.33M
Investors reported
12
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Sep 14, 2011
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
Nov 15, 2011Initial$662,500No comparison12SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-168713

Source: Form D, filed Nov 15, 2011. 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 CYTOPHERX ACQUISITION I LLC

Investment adviser: CHARTER OAK EQUITY, LP

Gross asset value
$879K
Beneficial owners
13
ADV minimum commitment
$0

Reported in Form ADV on Mar 3, 2015. 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 883959 · Mar 3, 2015 · Schedule D 7.B.(1), fund 805-1297402128

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
Managing Member Charter Oak Equity Management, Llc Executive
Mark D. Ullman Executive

Issuer details

Industry: Other (See others in industry)

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