Form D · Other Investment Fund

Savile Row Diversified Hedge E Institutional, LLC

Carmel, IN · CIK 0001501086

Offering snapshot reported May 12, 2016 · SEC filing

Reported sold
$25M
Indefinite offering
Investors reported
30
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Aug 27, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.5M$25MSep 13, 2010: $5,886,237.00Sep 13, 2010Oct 12, 2011: $14,501,237.00Oct 12, 2011Nov 2, 2012: $17,000,937.00Nov 2, 2012May 12, 2016: $25,020,238.00May 12, 2016

Dates 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 sold$17,000,937 → $25,020,238
  • Reported investors26 → 30

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 12, 2016Amendment$25,020,238$8,019,301vs Nov 2, 201230SEC filing
Nov 2, 2012Amendment$17,000,937$11,114,700vs Sep 13, 201026SEC filing
Oct 12, 2011Amendment$14,501,237$8,615,000vs Sep 13, 201021SEC filing
Sep 13, 2010Initial$5,886,237No comparison16SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-147632

Source: Form D, filed May 12, 2016. 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

SAVILE ROW DIVERSIFIED HEDGE E INSTITUTIONAL, LLC

Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC

Gross asset value
$26.1M
Beneficial owners
27
ADV minimum commitment
$150K

Reported in Form ADV on Jan 3, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KATZ, SAPPER & MILLER LLP INDIANAPOLIS, Indiana, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1059235 · Jan 3, 2017 · Schedule D 7.B.(1), fund 805-5604787627

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
Tim M Dean Director, Executive
Mark M Green Director, Executive
Financial Group, Ltd. Oxford Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
11711 N. Meridian Street, Ste. 600
Carmel, IN, 46032