Form D · Investing
Rodman Bethlehem Portfolio Investors, L.P.
Wynnewood, PA · CIK 0002016603
Offering snapshot reported Mar 22, 2024 · SEC filing
- Reported sold
- $20.9M Offering amount: $20.9M
- Investors reported
- 120 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 25, 2024 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 |
|---|---|---|---|---|---|
| Mar 22, 2024 | Initial | $20,900,000 | No comparison | 120 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b, 3C, 3C.1, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-508443
Total offering amount was subject to increase by the General Partner and the amount sold was eventually equal to $21,702,170
Source: Form D, filed Mar 22, 2024. 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 |
|---|---|
| Rodman Bethlehem Portfolio Investors Gp, Llc . | Director, Executive |
| Michael M. Beer | Executive |
| Jonathan Chattley | Executive |
| Samuel Michael Cohen | Executive |
| Annie Duggan | Executive |
| Jackie Kelly | Executive |
| Eric Meese | Executive |
| Paul Mizak | Executive |
| Megan Muller | Executive |
| Heidi Schannauer | Executive |
| Wendy Stabulis | Executive |
| Lorinda Willner | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
308 E. Lancaster Avenue, Suite 235
Wynnewood, PA, 19096
Wynnewood, PA, 19096