Form D · Hedge Fund

FORESEE STRATEGIES FUND LP

Draper, UT · CIK 0001270420

Offering snapshot reported Jan 6, 2010 · SEC filing

Reported sold
$22.9M
Indefinite offering
Investors reported
99
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 1, 2003
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.4M$22.9MMar 4, 2009: $17,173,985.00Mar 4, 2009Jan 6, 2010: $22,885,563.00Jan 6, 2010

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$17,173,985 → $22,885,563

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 6, 2010Amendment$22,885,563$5,711,578vs Mar 4, 200999SEC filing
Mar 4, 2009Amendment$17,173,985No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$300K (estimated)
Form D file number
021-60503
negotiated basis points per annum & 25% performance fee - performance payable after first year and quarterly thereafter.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
ADVANCED FINANCIAL PLANNING, L.P.11949
USF ADVISORS, LLCNoneUSF SECURITIES, L.P. · CRD 37942
UNIVERSAL FINANCIAL CONSULTANTSNoneUSF SECURITIES, L.P. · CRD 37942
MADDEN SECURITIES CORPORATIONNoneMADDEN ASSET MANAGEMENT · CRD 18389
JAY R. PENNEY, LLCNoneUSF SECURITIES, LLC · CRD 37942
WINDRIVER ADVISORS, LLC135808
KNOX CAPITAL ADVISORS, LLC131000
PIKILA, LLC142700
R.B. JENKINS FAMILY, LLCNone

Source: Form D, filed Jan 6, 2010. 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
Jeffrey H Collings Director
Gary W Millet Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
11650 South State Street Suite #314
Draper, UT, 84020