Form D · Other Investment Fund
ITG Taxable Fund LLLP
Naples, FL · CIK 0001639840
Offering snapshot reported Apr 22, 2015 · SEC filing
- Reported sold
- $10M Indefinite offering
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jan 1, 2013 As reported in this filing
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 |
|---|---|---|---|---|---|
| Apr 22, 2015 | Initial | $10,000,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-238427
There are no sales commission and/or finders fees associated with ITG Taxable Fund LLLP
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Apr 22, 2015. 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 |
|---|---|
| Lance Joseph Lester | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
13490 Old Livingston Rd
Naples, FL, 34109
Naples, FL, 34109