Form D · Other Investment Fund
Concert Financial, LLC
Alexandria, VA · CIK 0001519268
Offering snapshot reported Jun 23, 2011 · SEC filing
- Reported sold
- $20K Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Jun 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 23, 2011 | Initial | $20,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Debt, Pooled investment fund
- Exemptions
- 05, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-161732
Pool investment fund comprised of personal colleagues. No sales commission or finders fee charged or paid.
Source: Form D, filed Jun 23, 2011. 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 |
|---|---|
| Matthew Wesley Patmon | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
6103 Mulberry Court
Alexandria, VA, 22310
Alexandria, VA, 22310