Form D · Investing

Grail Advisors LLC

San Francisco, CA · CIK 0001415843

Offering snapshot reported Mar 29, 2010 · SEC filing

Reported sold
$3.91M
Offering amount: $7.8M
Investors reported
4
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 28, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.96M$3.91MMar 27, 2009: $1,262,275.00Mar 27, 2009Mar 29, 2010: $3,912,318.00Mar 29, 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$1,262,275 → $3,912,318

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 29, 2010Amendment$3,912,318$2,650,043vs Mar 27, 20094SEC filing
Mar 27, 2009Initial$1,262,275No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-129081

Source: Form D, filed Mar 29, 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
Chester G. Chappell Executive
Peter J. Meyer Director
Donald H. Putnam Director
William M. Thomas Director, Executive
William E. White Executive

Issuer details

Industry: Investing (See others in industry)

Address:
One Ferry Building
San Francisco, CA, 94111