Form D · Hedge Fund

LEVERAGED GLOBAL OPPORTUNITY FUND L P

Seattle, WA · CIK 0000936442

Offering snapshot reported Sep 27, 2023 · SEC filing

Reported sold
$93.8M
Indefinite offering
Investors reported
85
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Feb 27, 1995
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$46.9M$93.8MSep 16, 2021: $78,363,219.00Sep 16, 2021Sep 15, 2022: $90,331,162.00Sep 15, 2022Sep 27, 2023: $93,792,239.00Sep 27, 2023

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$90,331,162 → $93,792,239
  • Reported investors95 → 85

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 27, 2023Amendment$93,792,239$3,461,077vs Sep 15, 202285SEC filing
Sep 15, 2022Amendment$90,331,162$11,967,943vs Sep 16, 202195SEC filing
Sep 16, 2021Amendment$78,363,219No comparisonNot reportedSEC filing
Sep 16, 2020Amendment$59,838,219$7,025,985vs Sep 27, 201979SEC filing
Sep 27, 2019Amendment$52,812,234$4,557,103vs Oct 5, 201884SEC filing
Oct 5, 2018Amendment$48,255,131$10,973,705vs Oct 12, 2017110SEC filing
Oct 12, 2017Amendment$37,281,426$3,976,189vs Oct 20, 201691SEC filing
Oct 20, 2016Amendment$33,305,237$702,029vs Nov 2, 2015186SEC filing
Nov 2, 2015Amendment$32,603,208$32,353,208vs Jun 16, 2015183SEC filing
Jun 16, 2015Amendment$250,000-$400,000vs Jun 25, 20141SEC filing
Jun 25, 2014Initial$650,000No comparison2SEC filing
Jun 24, 2013Amendment$600,000-$840,000vs Jun 27, 20123SEC filing
Jun 27, 2012Initial$1,440,000No comparison4SEC filing
Jul 21, 2011Amendment$3,595,000$1,106,000vs Jun 24, 201010SEC filing
Jun 24, 2010Amendment$2,489,000No comparison10SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-219811

Source: Form D, filed Sep 27, 2023. 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

LEVERAGED GLOBAL OPPORTUNITY FUND, L.P.

Investment adviser: MERRIMAN WEALTH MANAGEMENT, LLC

Gross asset value
$4.8M
Beneficial owners
81
ADV minimum commitment
$250K

Reported in Form ADV on Apr 24, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALPS, A DST COMPANY BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS, LLP SEATTLE, Washington, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS, LLP
PCAOB 659

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 1869776 · Apr 24, 2024 · Schedule D 7.B.(1), fund 805-6509715215

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
Greg Berkman Executive
Jeremy Burger Executive
Colleen Lindstrom Executive
Jeffrey A Merriman Cohen Director
Dennis Tilley Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
920 5 Th Avenue Suite 2720
Seattle, WA, 98104