Form D · Hedge Fund
SC Qualified Institutional Access Portfolio, LLC
Denver, CO · CIK 0001379504
Offering snapshot reported Jul 31, 2009 · SEC filing
- Reported sold
- $51.1M Indefinite offering
- Investors reported
- 185 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Sep 15, 2006 As reported in this filing
Fundraising history
Reported soldDates 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$20,703,500 → $51,087,765
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 31, 2009 | Amendment | $51,087,765 | $30,384,265vs Apr 28, 2009 | 185 | SEC filing |
| Apr 28, 2009 | Initial | $20,703,500 | No comparison | Not reported | SEC filing |
| Oct 13, 2006 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $26.4K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-96137
Sales compensation recipients
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| Recipient | CRD | Associated 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.
| Name | Reported 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
Denver, CO, 80202