Form D · Other Investment Fund
Diversified Management Services, LLC
Edmond, OK · CIK 0001635947
Offering snapshot reported Mar 6, 2015 · SEC filing
- Reported sold
- Yet to sell Offering amount: $3B
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Mar 6, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $150M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-235398
Issuer is a series limited liability company. The total current offering is structured as follows: $2,000,000,000 Series II Preferred Units (Green Shields Capital Fund I) $1,000,000,000 Series III Preferred Units (Green Shields Innovation Fund I)
The issuer permits total sales loads of up to 5%. Investors will not be charged a sales commission in certain situations, including but not limited to introductions by officers of the issuer.
Source: Form D, filed Mar 6, 2015. 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
GREEN SHIELDS CAPITAL FUND I
Investment adviser: DIVERSIFIED MANAGEMENT SERVICES, LLC
- Gross asset value
- $1.9K
- Beneficial owners
- 1
- ADV minimum commitment
- $1M
Reported in Form ADV on Apr 2, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
UBS FINANCIAL SERVICES INC.
SEC 8-16267
UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 8-16267
Filing source
Form ADV 1205137 · Apr 2, 2018 · Schedule D 7.B.(1), fund 805-6288443607
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 |
|---|---|
| Gary Wayne Gallagher | Director, Executive, Promoter |
| Janibeth Bell Gallagher | Director, Executive |
| Christopher Warren Jones | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Edmond, OK, 73003