Form D · Investing
CPC Weetabix Secondary, LP
Dallas, TX · CIK 0001580198
Offering snapshot reported Jun 27, 2013 · SEC filing
- Reported sold
- $29.8M Offering amount: $29.8M
- Investors reported
- 83 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jun 14, 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 |
|---|---|---|---|---|---|
| Jun 27, 2013 | Initial | $29,800,000 | No comparison | 83 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-198687
Source: Form D, filed Jun 27, 2013. 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
CPC WEETABIX SECONDARY, LP
Investment adviser: CARSON MANAGEMENT COMPANY, LLC
- Gross asset value
- $42.5M
- Beneficial owners
- 86
- ADV minimum commitment
- $250K
Reported in Form ADV on Jun 11, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 928223 · Jun 11, 2015 · Schedule D 7.B.(1), fund 805-2817527856
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.
| Name | Reported role |
|---|---|
| Royal W. Carson Iii | Director |
| Gregory T. Giannini | Executive |
| Michael T. Hearne | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:Dallas, TX, 75219