Form D · Hedge Fund

Jackson Moderate Portfolio, LP

Mt. Pleasant, SC · CIK 0001473641

Offering snapshot reported Nov 5, 2009 · SEC filing

Reported sold
$15M
Indefinite offering
Investors reported
62
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Nov 1, 2007
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.5M$15MOct 16, 2009: $14,500,000.00Oct 16, 2009Nov 5, 2009: $15,007,500.00Nov 5, 2009

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.

  • Reported sold$14,500,000 → $15,007,500
  • Reported investors94 → 62

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 5, 2009Amendment$15,007,500$507,500vs Oct 16, 200962SEC filing
Oct 16, 2009Initial$14,500,000No comparison94SEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-135384

Source: Form D, filed Nov 5, 2009. 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
N/A Jackson Financial Services, Llc Executive
Robert Mason Nettles Moise Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
940 Johnnie Dodds Blvd.
Mt. Pleasant, SC, 29464