Form D · Other Banking and Financial Services
Poly-Wood Mayfair, LLC
Carmel, IN · CIK 0001652118
Offering snapshot reported Sep 2, 2015 · SEC filing
- Reported sold
- $56.4M Offering amount: $65M
- Investors reported
- 116 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Aug 19, 2015 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 |
|---|---|---|---|---|---|
| Sep 2, 2015 | Initial | $56,405,000 | No comparison | 116 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-246894
Source: Form D, filed Sep 2, 2015. 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
POLY-WOOD MAYFAIR, LLC
Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC
- Gross asset value
- $571M
- Beneficial owners
- 121
- ADV minimum commitment
- $500K
Reported in Form ADV on Mar 14, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
KATZ, SAPPER & MILLER LLP
PCAOB 2804
Filing source
Form ADV 1958362 · Mar 14, 2025 · Schedule D 7.B.(1), fund 805-8344944335
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.
| Name | Reported role |
|---|---|
| Tim M Dean | Executive |
| Michael Rosen | Promoter |
| Jeffrey H Thomasson | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:Carmel, IN, 46032