Form D · Hedge Fund

Phillip Russell Investment Fund, L.P.

Lake Oswego, OR · CIK 0001513527

Offering snapshot reported Aug 17, 2012 · SEC filing

Reported sold
$1.35M
Indefinite offering
Investors reported
18
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 23, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$676K$1.35MMar 14, 2011: $432,271.00Mar 14, 2011Aug 17, 2012: $1,352,271.00Aug 17, 2012

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.

  • Reported sold$432,271 → $1,352,271
  • Reported investors4 → 18

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 17, 2012Amendment$1,352,271$920,000vs Mar 14, 201118SEC filing
Mar 14, 2011Initial$432,271No comparison4SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-156618
Limited Partnership Interests

Source: Form D, filed Aug 17, 2012. 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
Thomas Horey Executive
N/A Phillip Russell Investments, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
19061 Sw Indian Creek Avenue
Lake Oswego, OR, 97035