Form D · Hedge Fund
Loyola Capital Management, LLC
Lake Forest, IL · CIK 0001488323
Offering snapshot reported Dec 16, 2020 · SEC filing
- Reported sold
- $31.5M Indefinite offering
- Investors reported
- 37 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Oct 2, 2000 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 16, 2020 | Initial | $31,466,029 | No comparison | 37 | SEC filing |
| Oct 17, 2019 | Amendment | $49,921,011 | -$13,818,989vs Nov 29, 2018 | 37 | SEC filing |
| Nov 29, 2018 | Amendment | $63,740,000 | -$657,391vs Dec 4, 2017 | 37 | SEC filing |
| Dec 4, 2017 | Amendment | $64,397,391 | $22,917,391vs Dec 15, 2016 | 40 | SEC filing |
| Dec 15, 2016 | Initial | $41,480,000 | No comparison | 40 | SEC filing |
| Dec 3, 2015 | Initial | $34,005,000 | No comparison | 43 | SEC filing |
| Dec 15, 2014 | Amendment | $59,918,300 | $174,300vs Dec 20, 2013 | 44 | SEC filing |
| Dec 20, 2013 | Initial | $59,744,000 | No comparison | 40 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $14K (estimated)
- Form D file number
- 021-383371
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Daniel Weiss | 1707436 | AMD Capital · CRD 121539 |
| Anthony House | None | i2i Analytics · CRD 144367 |
Source: Form D, filed Dec 16, 2020. 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.
| Name | Reported role |
|---|---|
| Katherine Reap | Executive |
| Robert Justin Reynolds | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
222 E. Wisconsin Avenue Suite 201
Lake Forest, IL, 60045
Lake Forest, IL, 60045