Form D · Other Investment Fund
KCM MID CAP VALUE FUND LLC
St Louis, MO · CIK 0001358550
Offering snapshot reported May 28, 2014 · SEC filing
- Reported sold
- $250K Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- May 19, 2014 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 |
|---|---|---|---|---|---|
| May 28, 2014 | Initial | $250,000 | No comparison | 1 | SEC filing |
| Mar 22, 2006 | Paper | Not reported | No comparison | Not reported |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-218136
Source: Form D, filed May 28, 2014. 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
KCM MID CAP VALUE FUND, LLC
Investment adviser: KENNEDY CAPITAL MANAGEMENT LLC
- Gross asset value
- $1.16M
- Beneficial owners
- 6
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 30, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Filing source
Form ADV 1089980 · Mar 30, 2017 · Schedule D 7.B.(1), fund 805-7018028311
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.
| Name | Reported role |
|---|---|
| Don Cobin | Director |
| Samuel T. De Kinder | Director |
| John M. Hillhouse | Director |
| Robert B. Karn Iii | Director |
| N/A Kennedy Capital Management, Inc. | Director, Executive |
| Randall Lee Kirkland | Director, Executive |
| Frank Andrew Latuda, Jr. | Director, Executive |
| Stephen Alan Mace | Executive |
| Richard Ernest Oliver | Executive |
| Richard Henry Sinise | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:St Louis, MO, 63141