Form D · Other Investment Fund
Merlone Geier Partners IX, L.P.
San Francisco, CA · CIK 0001479421
Offering snapshot reported Jan 6, 2010 · SEC filing
- Reported sold
- $350M Offering amount: $350M
- Investors reported
- 57 Form D · investor count
- Minimum accepted
- $75K Reported outside-investor minimum
- First sale
- Dec 15, 2008 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 |
|---|---|---|---|---|---|
| Jan 6, 2010 | Initial | $350,000,000 | No comparison | 57 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06, 3C, 3C.1, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-137508
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Jan 6, 2010. 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 |
|---|---|
| Bradley A. Geier | Executive |
| Peter J. Merlone | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
425 California Street, 11 Th Floor
San Francisco, CA, 94104
San Francisco, CA, 94104