Form D · Other Investment Fund

Miller/Russell & Associates LLC

Phoenix, AZ · CIK 0001587375

Offering snapshot reported Sep 23, 2013 · SEC filing

Reported sold
$25.9M
Indefinite offering
Investors reported
38
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 10, 2013
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
Sep 23, 2013Initial$25,910,000No comparison38SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-203392

Source: Form D, filed Sep 23, 2013. 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

MR INVESTMENT FUND I LLC

Investment adviser: PPB ADVISORS, LLC

Gross asset value
$0
Beneficial owners
0
ADV minimum commitment
$100K

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor TAIT WELLER PHILADELPHIA, Pennsylvania, United States
Custodian TD BANK KING OF PRUSSIA, Pennsylvania, 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

TAIT WELLER
PCAOB 445

Filing source

Form ADV 2054472 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-1806585412

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
Christina Sellers Burroughs Director, Executive
Mark David Feldman Director, Executive
Kenneth Paul Garrett Director, Executive
William Jacob Hodges Director
Bradley Scott Lemon Director, Executive
Dennis Harrison Miller Director
Maureen Ann Rzeppa Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3200 E Camelback Road, #300
Phoenix, AZ, 85018