Form D · Other Investment Fund

Savile Row Financials Hedged Equity Institutional Fund M 2016-2, LLC

Carmel, IN · CIK 0001693692

Offering snapshot reported Feb 10, 2022 · SEC filing

Reported sold
$14.4M
Indefinite offering
Investors reported
19
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Jan 1, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.21M$14.4MJan 9, 2017: $6,124,000.00Jan 9, 2017Mar 9, 2017: $7,224,000.00Mar 9, 2018: $14,274,000.00Mar 6, 2019: $14,424,000.00Mar 4, 2020: $14,424,000.00Feb 25, 2021: $14,424,000.00Feb 10, 2022: $14,424,000.00Feb 10, 2022

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 10, 2022Amendment$14,424,000$0vs Feb 25, 202119SEC filing
Feb 25, 2021Amendment$14,424,000$0vs Mar 4, 202019SEC filing
Mar 4, 2020Amendment$14,424,000$0vs Mar 6, 201919SEC filing
Mar 6, 2019Amendment$14,424,000$150,000vs Mar 9, 201819SEC filing
Mar 9, 2018Amendment$14,274,000$7,050,000vs Mar 9, 201718SEC filing
Mar 9, 2017Amendment$7,224,000$1,100,000vs Jan 9, 201716SEC filing
Jan 9, 2017Initial$6,124,000No comparison14SEC 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
021-277914

Source: Form D, filed Feb 10, 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

SAVILE ROW FINANCIALS HEDGED EQUITY INSTITUTIONAL FUND M 2016-2, LLC

Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC

Gross asset value
$2.46M
Beneficial owners
19
ADV minimum commitment
$150K

Reported in Form ADV on Jan 10, 2022. 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

KATZ, SAPPER & MILLER LLP
PCAOB 2804

Filing source

Form ADV 1584892 · Jan 10, 2022 · Schedule D 7.B.(1), fund 805-7945600551

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
Catherine E. Farley Director, Executive
Lisa A Walker Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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