Form D · Hedge Fund

LITMAN GREGORY MULTI MANAGER BALANCED FUND LP

Orinda, CA · CIK 0000893484

Offering snapshot reported Mar 5, 2015 · SEC filing

Reported sold
$68.5M
Indefinite offering
Investors reported
191
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
May 1, 1992
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$34.2M$68.5MMar 3, 2009: $62,831,267.00Mar 3, 2009Mar 11, 2010: $64,582,618.00Mar 7, 2011: $65,582,892.00Mar 2, 2012: $68,082,325.00Feb 27, 2013: $68,261,329.00Feb 25, 2014: $68,361,329.00Mar 5, 2015: $68,486,329.00Mar 5, 2015

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$68,361,329 → $68,486,329
  • Reported investors190 → 191

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 5, 2015Amendment$68,486,329$125,000vs Feb 25, 2014191SEC filing
Feb 25, 2014Amendment$68,361,329$100,000vs Feb 27, 2013190SEC filing
Feb 27, 2013Amendment$68,261,329$179,004vs Mar 2, 2012190SEC filing
Mar 2, 2012Amendment$68,082,325$2,499,433vs Mar 7, 2011190SEC filing
Mar 7, 2011Amendment$65,582,892$1,000,274vs Mar 11, 2010185SEC filing
Mar 11, 2010Amendment$64,582,618$1,751,351vs Mar 3, 2009181SEC filing
Mar 3, 2009Amendment$62,831,267No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-89348-4L
Limited Partner Interests

Source: Form D, filed Mar 5, 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.

People and organizations reported in Form D filings
NameReported role
Chas Burkhart Executive
Kenneth E. Gregory Executive
Craig Keller Executive
Craig A. Litman Executive
N/A Litman Gregory Asset Management, Llc Executive
N/A Litman/Gregory Asset Management, Llc Executive, Promoter
Stephen Savage Executive
Christopher C. Wheaton Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4 Orinda Way, Suite 200 D
Orinda, CA, 94563