Form D · Other Investment Fund
Roundview Capital Partners Series Fund, LLC - Series LXR
Princeton, NJ · CIK 0001916218
Offering snapshot reported Mar 14, 2022 · SEC filing
- Reported sold
- $2M Offering amount: $2M
- Investors reported
- 21 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 28, 2022 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 14, 2022 | Initial | $2,000,000 | No comparison | 21 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-437139
Source: Form D, filed Mar 14, 2022. 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
ROUNDVIEW CAPITAL PARTNERS SERIES FUND LLC - SERIES LXR
Investment adviser: ROUNDVIEW CAPITAL, LLC
- Gross asset value
- $75.8K
- Beneficial owners
- 21
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 22, 2024. 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
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BERKOWER LLC
PCAOB 217
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Filing source
Form ADV 1848559 · Mar 22, 2024 · Schedule D 7.B.(1), fund 805-3094769368
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 |
|---|---|
| Llc Roundview Capital Partners, | Executive |
| Stephen K. Shueh | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Princeton, NJ, 08542