Form D · Other Investment Fund

Gar76

Wichita, KS · CIK 0001657168

Offering snapshot reported Nov 6, 2023 · SEC filing

Reported sold
$35K
Offering amount: $35K
Investors reported
1
Form D · investor count
Minimum accepted
$1
Reported outside-investor minimum
First sale
Oct 31, 2023
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 6, 2023Initial$35,000No comparison1SEC filing
Mar 8, 2023Initial$8,000No comparison1SEC filing
Jul 8, 2022Initial$4,285No comparison2SEC filing
Mar 3, 2022Initial$4,285No comparison2SEC filing
Jan 10, 2022Initial$175,000No comparison2SEC filing
Sep 9, 2021Initial$300,000No comparisonNot reportedSEC filing
Jul 8, 2021Initial$8,119No comparisonNot reportedSEC filing
May 6, 2021Initial$100,000No comparisonNot reportedSEC filing
Mar 9, 2021Initial$2,148No comparison1SEC filing
Feb 8, 2021Initial$5,000No comparison1SEC filing
Nov 10, 2020Initial$100,000No comparison1SEC filing
Jul 8, 2020Initial$2,000,000No comparison1SEC filing
Apr 8, 2020Initial$190,000No comparison2SEC filing
Mar 9, 2020Initial$8,004No comparison2SEC filing
Feb 10, 2020Initial$150,062No comparison1SEC filing
Sep 9, 2019Initial$176No comparison1SEC filing
Jul 10, 2019Initial$182,765No comparison3SEC filing
Jun 5, 2019Initial$1,400,000No comparison2SEC filing
Mar 7, 2019Initial$1,000No comparison1SEC filing
Sep 10, 2018Initial$150,000No comparison1SEC filing
Jul 11, 2018Initial$455,000No comparison0SEC filing
Nov 9, 2017Initial$200,000No comparison1SEC filing
Oct 11, 2017Initial$200,000No comparison1SEC filing
Sep 8, 2017Initial$200,000No comparison1SEC filing
Aug 8, 2017Initial$211,879No comparison2SEC filing
Jul 10, 2017Initial$200,062No comparison2SEC filing
Jun 6, 2017Initial$80No comparison1SEC filing
May 9, 2017Initial$417,400No comparison3SEC filing
Mar 9, 2017Initial$330No comparison1SEC filing
Nov 8, 2016Initial$615,000No comparison3SEC filing
Oct 7, 2016Initial$5,260No comparison1SEC filing
Jul 8, 2016Initial$1,520,220No comparison2SEC filing
Jun 9, 2016Initial$264No comparison1SEC filing
Jan 19, 2016Initial$940,190No comparison14SEC filing
Nov 9, 2015Initial$2,136,312No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-496577

Source: Form D, filed Nov 6, 2023. 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

GAR76

Investment adviser: MOSBY LINCOLN LC

Gross asset value
$167M
Beneficial owners
46
ADV minimum commitment
$1

Reported in Form ADV on Mar 27, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HERITAGE GROUP LC WICHITA, Kansas, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KOCH SIEDHOFF HAND & DUNN WICHITA, Kansas, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian INTRUST BANK, N.A. WICHITA, Kansas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 1276058 · Mar 27, 2019 · Schedule D 7.B.(1), fund 805-9837169634

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.

People and organizations reported in Form D filings
NameReported role
Edward M Lincoln Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
7309 E 21 St N, Suite 120
Wichita, KS, 67206