Form D · Other Banking and Financial Services
F-Squared Investment Management, LLC
Wellesley, MA · CIK 0001512383
Offering snapshot reported Feb 8, 2011 · SEC filing
- Reported sold
- $850K Offering amount: $4M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jan 25, 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 8, 2011 | Initial | $850,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Debt, Option to acquire, Security to be acquired
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-155047
Source: Form D, filed Feb 8, 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 |
|---|---|
| Deborah Deskavich | Executive |
| George Mc Clelland | Director |
| Howard Present | Director, Executive |
| Stephen Ricci | Director |
| Richard Tomney | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
16 Laurel Avenue Suite 200
Wellesley, MA, 02481
Wellesley, MA, 02481