Form D · Hedge Fund

SC ACCREDITED INSTITUTIONAL ACCESS PORTFOLIO, LLC

Denver, CO · CIK 0001379502

Offering snapshot reported Jul 31, 2009 · SEC filing

Reported sold
$13.3M
Indefinite offering
Investors reported
87
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 15, 2006
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.63M$13.3MApr 28, 2009: $13,194,539.00Apr 28, 2009Jul 31, 2009: $13,261,889.00Jul 31, 2009

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$13,194,539 → $13,261,889

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 31, 2009Amendment$13,261,889$67,350vs Apr 28, 200987SEC filing
Apr 28, 2009Amendment$13,194,539No comparisonNot reportedSEC filing
Apr 27, 2009Amendment$13,194,539No comparisonNot reportedSEC filing
Oct 13, 2006PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$4.06K (estimated)
Finders' fees
$0
Form D file number
021-96123

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lincoln Financial Advisors Corp.3978
FSC Securities Corp.7461

Source: Form D, filed Jul 31, 2009. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Greg D. Anderson Executive
Roger C. Bowden Executive
N/A Mount Yale Asset Management, Llc Promoter
John L. Sabre Executive
Michael J. Sabre Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1125 Seventeenth Street Suite 1400
Denver, CO, 80202