Form D · Other Investment Fund

Savile Row Healthcare Hedged Equity Institutional Fund, LLC

Carmel, IN · CIK 0001672010

Offering snapshot reported May 11, 2018 · SEC filing

Reported sold
$14.4M
Indefinite offering
Investors reported
24
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.22M$14.4MMay 12, 2016: $7,243,000.00May 12, 2016May 12, 2017: $14,439,000.00May 12, 2017May 11, 2018: $14,439,000.00May 11, 2018

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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 11, 2018Amendment$14,439,000$0vs May 12, 201724SEC filing
May 12, 2017Amendment$14,439,000$7,196,000vs May 12, 201624SEC filing
May 12, 2016Initial$7,243,000No comparison17SEC 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
021-263090

Source: Form D, filed May 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 INSTITUTIONAL FUND, LLC

Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC

Gross asset value
$263K
Beneficial owners
23
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
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KATZ, SAPPER & MILLER LLP
PCAOB 2804

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 1694887 · Jan 6, 2023 · Schedule D 7.B.(1), fund 805-7524027235

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
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