Form D · Hedge Fund

Impact Balanced Equity Fund, LP

Lighthouse Point, FL · CIK 0001521468

Offering snapshot reported Mar 30, 2018 · SEC filing

Reported sold
$6.35M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 30, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.25M$6.5MJul 19, 2011: $4,337,975.00Jul 19, 2011Aug 29, 2012: $6,502,175.00Sep 17, 2013: $4,903,401.00Sep 26, 2014: $6,354,475.00Feb 9, 2016: $6,354,475.00Apr 4, 2017: $6,354,475.00Mar 30, 2018: $6,354,475.00Mar 30, 2018

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 30, 2018Amendment$6,354,475$0vs Apr 4, 20175SEC filing
Apr 4, 2017Amendment$6,354,475$0vs Feb 9, 20165SEC filing
Feb 9, 2016Amendment$6,354,475$0vs Sep 26, 20145SEC filing
Sep 26, 2014Amendment$6,354,475$1,451,074vs Sep 17, 20135SEC filing
Sep 17, 2013Amendment$4,903,401-$1,598,774vs Aug 29, 20126SEC filing
Aug 29, 2012Amendment$6,502,175$2,164,200vs Jul 19, 20114SEC filing
Jul 19, 2011Initial$4,337,975No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-163098

Source: Form D, filed Mar 30, 2018. 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
Ken Christian Executive, Promoter
N/A Impact Asset Management, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2817 Ne 32 Nd Street
Lighthouse Point, FL, 33064