Form D · Other Investment Fund

PAGODA INCOME PARTNERS

Wyomissing, PA · CIK 0000828423

Offering snapshot reported May 1, 2015 · SEC filing

Reported sold
$5.12M
Offering amount: $10M
Investors reported
17
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 1, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.56M$5.12MApr 20, 2009: $12,043.00Apr 20, 2009Apr 14, 2010: $39,678.00Apr 6, 2011: $971,339.00Apr 5, 2012: $1,771,339.00Apr 3, 2013: $2,272,839.00Apr 30, 2013: $2,482,839.00May 1, 2014: $5,087,277.00May 1, 2015: $5,117,277.00May 1, 2015: $5,117,277.00May 1, 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 1, 2015Amendment$5,117,277$30,000vs May 1, 201417SEC filing
May 1, 2015Amendment$5,117,277$0vs May 1, 201517SEC filing
May 1, 2014Amendment$5,087,277$2,604,438vs Apr 30, 201316SEC filing
Apr 30, 2013Amendment$2,482,839$210,000vs Apr 3, 201314SEC filing
Apr 3, 2013Amendment$2,272,839$501,500vs Apr 5, 201213SEC filing
Apr 5, 2012Amendment$1,771,339$800,000vs Apr 6, 201111SEC filing
Apr 6, 2011Amendment$971,339$931,661vs Apr 14, 201010SEC filing
Apr 14, 2010Amendment$39,678$27,635vs Apr 20, 20094SEC filing
Apr 20, 2009Amendment$12,043No comparisonNot reportedSEC filing
Apr 14, 2009Initial$12,043No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-82842-3P
none

Source: Form D, filed May 1, 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
Mc Glinn Capital Management Director
Michael J Mc Glinn Director, Executive
Joseph Scalise Director, Executive
Timothy Timura Director, Executive
Joseph J.L. Yetter Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
850 N Wyomissing Blvd
Wyomissing, PA, 19610