Form D · Other Investment Fund

SAWTOOTH CAPITAL PARTNERS, LLC

Windermere, FL · CIK 0001729267

Offering snapshot reported Feb 7, 2018 · SEC filing

Reported sold: $1.87M
Investors reported: 16
Minimum accepted: $100K
First sale: Jan 1, 2018

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 7, 2018	Initial	$1,869,273	No comparison	16	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-305073

Source: Form D, filed Feb 7, 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

SAWTOOTH CAPITAL PARTNERS, LLC

Investment adviser: JUMAR MANAGEMENT, LLC

Gross asset value: $5.3M
Beneficial owners: 22
ADV minimum commitment: $100K

Reported in Form ADV on Dec 6, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY & CO., LLP ENGLEWOOD, Colorado, United States

Custodian NORTHBROOK BANK & TRUST NORTHBROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY MAY & CO., LLP
PCAOB 673

Filing source

Form ADV 1245976 · Dec 6, 2018 · Schedule D 7.B.(1), fund 805-4079233070

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
N/A Jumar Management, Llc	Executive, Promoter
Charles A Lindberg	Executive
Robert J Parfet	Executive
Meredith Ew Parfet	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

9300 Conroy Windermere Road Suite 706
Windermere, FL, 34786