Form D · Other Investment Fund
PRECIOUS METALS ALLOCATION FUND, LP
Madison, WI · CIK 0001858658
Offering snapshot reported Aug 25, 2023 · SEC filing
- Reported sold
- $2.62M Indefinite offering
- Investors reported
- 26 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jun 9, 2021 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 investors0 → 26
- Minimum accepted$50,000 → $25,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 25, 2023 | Amendment | $2,617,000 | No comparison | 26 | SEC filing |
| Jul 22, 2022 | Amendment | $2,267,000 | No comparison | 26 | SEC filing |
| Jun 4, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-401781
The amounts sold and the number of purchasers do not take redemptions and/or withdrawals into consideration.
Source: Form D, filed Aug 25, 2023. 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 |
|---|---|
| Eric A Heiting | Executive |
| Llc Pmmsf Partners, | Executive |
| Jeffrey J Randolph | Executive |
| Eric Snyder | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
8000 Excelsior Drive, Ste 301
Madison, WI, 53717
Madison, WI, 53717