Form D · Other Investment Fund

Savile Row Diversified Hedge M Institutional, LLC

Carmel, IN · CIK 0001502827

Offering snapshot reported May 12, 2016 · SEC filing

Reported sold
$9.52M
Indefinite offering
Investors reported
15
Form D · investor count
Minimum accepted
$150K
Reported outside-investor minimum
First sale
Sep 28, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.76M$9.52MOct 8, 2010: $2,158,725.00Oct 8, 2010Oct 12, 2011: $5,439,725.00Nov 20, 2012: $6,839,725.00Apr 4, 2013: $7,839,725.00Oct 8, 2013: $8,039,725.00Oct 24, 2014: $7,523,725.00May 12, 2016: $9,523,725.00May 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$7,523,725 → $9,523,725
  • Reported investors13 → 15

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 12, 2016Amendment$9,523,725$2,000,000vs Oct 24, 201415SEC filing
Oct 24, 2014Amendment$7,523,725-$516,000vs Oct 8, 201313SEC filing
Oct 8, 2013Amendment$8,039,725$5,881,000vs Oct 8, 201014SEC filing
Apr 4, 2013Amendment$7,839,725$1,000,000vs Nov 20, 201212SEC filing
Nov 20, 2012Amendment$6,839,725$1,400,000vs Oct 12, 201110SEC filing
Oct 12, 2011Amendment$5,439,725$3,281,000vs Oct 8, 20108SEC filing
Oct 8, 2010Initial$2,158,725No comparison6SEC 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
021-148800

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 M INSTITUTIONAL, LLC

Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC

Gross asset value
$7.95M
Beneficial owners
11
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 805-6740282241

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 St., Ste. 600
Carmel, IN, 46032