Form D · Hedge Fund

CLANCO CRESTLINE PARTNERS LLC

Cleveland, OH · CIK 0001291931

Offering snapshot reported Aug 6, 2009 · SEC filing

Reported sold: $25M
Investors reported: 62
Minimum accepted: $25K
First sale: Feb 2, 2004

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$24,066,600 → $24,956,600

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 6, 2009	Amendment	$24,956,600	$890,000vs May 5, 2009	62	SEC filing
May 5, 2009	Amendment	$24,066,600	No comparison	Not reported	SEC filing

Offering details

Securities: Not reported
Exemptions: 06
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-65847

Source: Form D, filed Aug 6, 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

CMWA CRESTLINE PARTNERS LLC

Investment adviser: CM WEALTH ADVISORS LLC

Gross asset value: $879K
Beneficial owners: 37
ADV minimum commitment: $100K

Reported in Form ADV on Mar 27, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ZION SYNEK & ASSOCIATES INDEPENDENCE, Ohio, United States

Custodian BNY MELLON BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Filing source

Form ADV 887464 · Mar 27, 2015 · Schedule D 7.B.(1), fund 805-1840161967

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
Name	Reported role
A. Chace Anderson	Executive
John Paul Batt	Executive
John E. Kohl	Executive
Douglas A. Smorag	Executive
James C. Wert	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

30195 Chagrin Blvd Suite 250
Cleveland, OH, 44124