Form D · Pooled Investment Fund

REGENTS PARTNERS INDEX PLUS FUND, LP

Salt Lake City, UT · CIK 0001863478

Offering snapshot reported May 21, 2021 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 21, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-400228

Source: Form D, filed May 21, 2021. 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

REGENTS PARTNERS INDEX PLUS FUND, LP

Investment adviser: FORESIGHT WEALTH MANAGEMENT, LLC

Gross asset value
$0
Beneficial owners
0
ADV minimum commitment
$100K

Reported in Form ADV on Dec 13, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY, MAY & CO., LLP LEHI, Utah, United States
Custodian TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States Related to adviser: No
Prime broker TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY, MAY & CO., LLP
PCAOB 673

TD AMERITRADE CLEARING, INC.
SEC 8-16335

TD AMERITRADE CLEARING, INC.
CRD 5633 · SEC 8-16335

Filing source

Form ADV 1582592 · Dec 13, 2021 · Schedule D 7.B.(1), fund 805-1485523003

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.

People and organizations reported in Form D filings
NameReported role
Roger Matthew Tullis Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6340 S 3000 E Suite 250
Salt Lake City, UT, 84121