Form D · Other Investment Fund

Echelon Insurance Dedicated Fund, L.P.

Oakland, CA · CIK 0001682658

Offering snapshot reported Jun 6, 2017 · SEC filing

Reported sold
$10.6M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.28M$10.6MAug 19, 2016: $5,035,999.00Aug 19, 2016Jun 6, 2017: $10,552,054.00Jun 6, 2017

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$5,035,999 → $10,552,054

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 6, 2017Amendment$10,552,054$5,516,055vs Aug 19, 20161SEC filing
Aug 19, 2016Initial$5,035,999No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-269262

Source: Form D, filed Jun 6, 2017. 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.

People and organizations reported in Form D filings
NameReported role
Ryan Davis Executive
N/A Echelon Capital Strategies, Llc Promoter
Charles Moldow Executive
Andrew Rudd Executive
Scott Ryles Executive
Aamir Sheikh Executive
William Trenchard Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Kaiser Plaza, Suite 1485
Oakland, CA, 94612