Form D · Hedge Fund
HF Fundamental Trading Series - HedgeForum Portfolios, LLC
New York, NY · CIK 0001721458
Offering snapshot reported Nov 28, 2017 · SEC filing
- Reported sold
- $1.95M Indefinite offering
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Oct 1, 2017 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 28, 2017 | Initial | $1,951,000 | No comparison | 6 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $4.25K
- Finders' fees
- $0
- Form D file number
- 021-299619
HF Fundamental Trading Series Interests
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Citigroup Global Markets Inc. | 7059 | Citigroup Global Markets Inc. · CRD 7059 |
| Citi Private Advisory, LLC | 153777 | Citi Private Advisory, LLC · CRD 153777 |
Source: Form D, filed Nov 28, 2017. 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.
| Name | Reported role |
|---|---|
| N/A Amacar Cpo, Inc. | Promoter |
| Karla L. Boyd | Executive |
| N/A Citi Private Advisory, Llc | Promoter |
| Evelyn Echevaria | Executive |
| Douglas K. Johnson | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
388 Greenwich Street 29 Th Floor
New York, NY, 10013
New York, NY, 10013