Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-09 | Amended | $20,000,000 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2025-03-13 | Amended | $20,000,000 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2024-12-05 | Amended | $20,000,000 | $560,000 | Other | 06b 3C 3C.1 | SEC link |
| 2017-05-15 | Amended | $19,440,000 | $4,720,000 | Other | 06b 3C 3C.1 | SEC link |
| 2017-01-31 | New | $14,720,000 | $14,720,000 | Other | 06b 3C 3C.1 | SEC link |
| Name | Role |
|---|---|
| N/A N/A Focus Partners Wealth, Llc | Promoter |
| Brendan Lake | Executive |
| N/A Ppb Gratus Pre Mgt Llc | Executive |
| Adam Stern | Executive |
| N/A N/A The Colony Group, Llc | Promoter |