Form D · Hedge Fund

Halo Investment Group, LLC

Murfreesboro, X1 · CIK 0001633268

Offering snapshot reported Mar 29, 2016 · SEC filing

Reported sold
$0
Indefinite offering
Investors reported
15
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
May 1, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 15

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 29, 2016Amendment$0No comparison15SEC filing
Apr 1, 2015InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-237137
Limited Liability Company Financial Membership Interests

Source: Form D, filed Mar 29, 2016. 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

HALO INVESTMENT GROUP, LLC

Investment adviser: HALO ADVISORS, LLC

Gross asset value
$0
Beneficial owners
0
ADV minimum commitment
$250K

Reported in Form ADV on Mar 11, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor MATLOCK CLEMENTS P.C. MURFREESBORO, Tennessee, United States
Custodian TD AMERITRADE CLEARING, INC. BELLEVUE, Nebraska, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

TD AMERITRADE CLEARING, INC.
SEC 8-16335

Filing source

Form ADV 991904 · Mar 11, 2016 · Schedule D 7.B.(1), fund 805-9438434753

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
Dustin Najar Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
509 Brickle Drive
Murfreesboro, X1, 37128