Form D · Other Investment Fund

Savile Row Healthcare Hedged Equity Fund, LLC

Carmel, IN · CIK 0001672018

Offering snapshot reported Apr 11, 2018 · SEC filing

Reported sold: $49.6M
Investors reported: 158
Minimum accepted: $0
First sale: Apr 1, 2016

Fundraising history

Reported sold

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$39,713,000 → $49,633,000
Reported investors130 → 158

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 11, 2018	Amendment	$49,633,000	$9,920,000vs Apr 11, 2017	158	SEC filing
Apr 11, 2017	Amendment	$39,713,000	$27,985,000vs Apr 14, 2016	130	SEC filing
Apr 14, 2016	Initial	$11,728,000	No comparison	45	SEC 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: 021-261327

Source: Form D, filed Apr 11, 2018. 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 HEALTHCARE HEDGED EQUITY FUND, LLC

Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC

Gross asset value: $512K
Beneficial owners: 180
ADV minimum commitment: $150K

Reported in Form ADV on Jan 6, 2023. 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 1694887 · Jan 6, 2023 · Schedule D 7.B.(1), fund 805-5860996694

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
Name	Reported role
Tim M Dean	Director, Executive
Mark M Green	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