Form D · Private Equity Fund

Lenox Blue Chip Fund, LLC

Cincinnati, OH · CIK 0001520704

Offering snapshot reported May 17, 2011 · SEC filing

Reported sold
$8.75M
Offering amount: $8.75M
Investors reported
34
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Apr 28, 2011
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 17, 2011Initial$8,750,000No comparison34SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-159943

Source: Form D, filed May 17, 2011. 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

LENOX BLUE CHIP, LLC

Investment adviser: CREATIVE PLANNING, LLC

Gross asset value
$224K
Beneficial owners
38
ADV minimum commitment
$250K

Reported in Form ADV on Jul 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 2118342 · Jul 10, 2026 · Schedule D 7.B.(1), fund 805-9979052120

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
NameReported role
Jay Hummel Executive
John C. Lame Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8044 Montgomery Road, Suite 480
Cincinnati, OH, 45236