Form D · Investing
Compass Efficient Model Portfolios, LLC
Brentwood, TN · CIK 0001455005
Offering snapshot reported Jul 11, 2013 · SEC filing
- Reported sold
- $600K Offering amount: $3M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 25, 2013 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 |
|---|---|---|---|---|---|
| Jul 11, 2013 | Initial | $600,000 | No comparison | 3 | SEC filing |
| Sep 3, 2009 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-199385
Source: Form D, filed Jul 11, 2013. 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 |
|---|---|
| Stephen M. Hammers | Director, Executive |
| David J. Moore | Director |
| Robert W. Walker | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
213 Overlook Circle Suite A 1
Brentwood, TN, 37027
Brentwood, TN, 37027