Form D · Other Investment Fund
CIS Balanced Investment Partners
Wyomissing, PA · CIK 0001732357
Offering snapshot reported Jul 2, 2026 · SEC filing
- Reported sold
- $32.4M Indefinite offering
- Investors reported
- 113 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jul 1, 2005 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 |
|---|---|---|---|---|---|
| Jul 2, 2026 | Initial | $32,360,092 | No comparison | 113 | SEC filing |
| May 13, 2024 | Initial | $31,159,892 | No comparison | 110 | SEC filing |
| Mar 13, 2023 | Initial | $30,468,673 | No comparison | 106 | SEC filing |
| Feb 14, 2022 | Initial | $29,620,072 | No comparison | 105 | SEC filing |
| Feb 11, 2021 | Amendment | $28,607,323 | $2,655,500vs Feb 13, 2020 | 104 | SEC filing |
| Feb 13, 2020 | Amendment | $25,951,823 | $1,453,760vs Feb 12, 2019 | 96 | SEC filing |
| Feb 12, 2019 | Initial | $24,498,063 | No comparison | 90 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-589503
Source: Form D, filed Jul 2, 2026. 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 |
|---|---|
| Robert J. Cagliola | Executive |
| Peter J. Connors | Director, Executive |
| James Milyard Connors | Director, Executive |
| Debora M. Covell | Executive |
| Francis Kevin Crawford | Director |
| Russell Jay Fuller | Director |
| Robert Hahn | Executive |
| Ryan Mc Callum | Executive |
| Brian G. Mc Coy | Executive |
| Marlin Miller | Director |
| Joni Naugle | Director |
| Michael J. Noon | Executive |
| Paul G. Oxholm | Director |
| Thomas Raymond Platt | Executive |
| Steven Pottieger | Executive |
| Steven Silverman | Executive |
| Lidia Zidik | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1210 Broadcasting Road
Wyomissing, PA, 19610
Wyomissing, PA, 19610