Form D · Investing
Opportunity Fund VIII, LLC
Bowling Green, KY · CIK 0001568835
Offering snapshot reported May 14, 2014 · SEC filing
- Reported sold
- $3.1M Offering amount: $10M
- Investors reported
- 66 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Feb 21, 2013 As reported in this filing
Fundraising history
Reported soldDates 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$2,641,000 → $3,102,345
- Reported investors0 → 66
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 14, 2014 | Amendment | $3,102,345 | $461,345vs Jan 7, 2014 | 66 | SEC filing |
| Jan 7, 2014 | Amendment | $2,641,000 | No comparison | 0 | SEC filing |
| Feb 7, 2013 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $750K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-191476
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Mari Jo Larkin | 5930952 | Source Capital Group, Inc. · CRD 36719 |
| James Duhon | 2546448 | Source Capital Group, Inc. · CRD 36719 |
| Tom Gilleland | 5504595 | Source Capital Group, Inc. · CRD 36719 |
| Guy Mohead | 1217106 | Source Capital Group, Inc. · CRD 36719 |
| Jason Pitts | 2549531 | Source Capital Group, Inc. · CRD 36719 |
| Lori Price | 5974288 | Source Capital Group, Inc. · CRD 36719 |
| Tim Lottman | 5775359 | Source Capital Group, Inc. · CRD 36719 |
| Mike Martin, Jr. | 5068590 | Source Capital Group, Inc. · CRD 36719 |
| Mike Martin, Sr. | 5931864 | Source Capital Group, Inc. · CRD 36719 |
| Vincent Monti | 3210214 | Source Capital Group, Inc. · CRD 36719 |
| Josh Walters | 4206899 | Source Capital Group, Inc. · CRD 36719 |
| Joe Harper | 6217544 | Source Capital Group, Inc. · CRD 36719 |
| David Sudderth | 6235738 | Source Capital Group, Inc. · CRD 36719 |
Source: Form D, filed May 14, 2014. 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 |
|---|---|
| Travis Creed | Director, Executive |
| Stephen C Larkin | Director, Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
1151 Old Porter Pike
Bowling Green, KY, 42103
Bowling Green, KY, 42103