Form D · Other Investment Fund

iFund Tactical Growth, LLC

Highland Park, IL · CIK 0001707786

Offering snapshot reported May 26, 2017 · SEC filing

Reported sold: $1.25M
Investors reported: 20
Minimum accepted: $100K
First sale: Mar 1, 2017

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 26, 2017	Initial	$1,253,000	No comparison	20	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-287573

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
N/A	None

Source: Form D, filed May 26, 2017. 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

IFUND TACTICAL GROWTH I, LLC

Investment adviser: EAST WEST GLOBAL, LLC

Gross asset value: $2.22M
Beneficial owners: 17
ADV minimum commitment: $200K

Reported in Form ADV on Apr 2, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MAINSTREAM FUND SERVICES, INC RONKONKOMA, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MICHAEL COGLIANESE CPA PC CHICAGO, Illinois, United States

Custodian INTL FCSTONE FINANCIAL INC. CHICAGO, Illinois, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: Yes

Custodian NORTHBROOK BANK AND TRUST NORTHBROOK, Illinois, United States Related to adviser: No

Prime broker MORGAN STANLEY NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MICHAEL COGLIANESE CPA PC
PCAOB 3874

INTL FCSTONE FINANCIAL INC.
SEC 8-51269

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

MORGAN STANLEY
CRD 149777 · SEC 8-68191

Filing source

Form ADV 1205480 · Apr 2, 2018 · Schedule D 7.B.(1), fund 805-3983632064

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
Name	Reported role
Luke Adrian	Executive
Llc East West Global	Executive
Dale Francis	Executive
Ryan Litfin	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

513 Central Avenue Suite 401
Highland Park, IL, 60035