Form D · Other Investment Fund
Cityfunds Portfolio Fund, LLC
Dallas, TX · CIK 0001990828
Offering snapshot reported Nov 8, 2023 · SEC filing
- Reported sold
- $660K Offering amount: $100M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Aug 16, 2023 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 |
|---|---|---|---|---|---|
| Nov 8, 2023 | Initial | $660,000 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $33K
- Finders' fees
- $0
- Form D file number
- 021-496819
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Deyon Robertson | 7493659 | Finalis Securities, LLC · CRD 305908 |
Source: Form D, filed Nov 8, 2023. 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 |
|---|---|
| John Green | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1315 Manufacturing Street
Dallas, TX, 75207
Dallas, TX, 75207