Form D · Other Health Care

SCM Vision, LP

Fort Worth, TX · CIK 0001593112

Offering snapshot reported Nov 27, 2013 · SEC filing

Reported sold
$515K
Offering amount: $515K
Investors reported
15
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Nov 19, 2013
As reported in this filing

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
Nov 27, 2013Initial$515,000No comparison15SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$15K
Finders' fees
$0
Form D file number
021-207155

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Steelhead Capital Management, LLCNone

Source: Form D, filed Nov 27, 2013. 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

SCM VISION, LP

Investment adviser: BIOS CAPITAL MANAGEMENT, LP

Gross asset value
$29.8K
Beneficial owners
33
ADV minimum commitment
$7.5K

Reported in Form ADV on Mar 30, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BIOS TALENT MANAGEMENT COMPANY, LLC FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, LLP DALLAS, Texas, United States
Custodian SIMMONS BANK FORT WORTH, Texas, 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

WEAVER AND TIDWELL, LLP
PCAOB 410

Filing source

Form ADV 1743776 · Mar 30, 2023 · Schedule D 7.B.(1), fund 805-6007801965

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
Leslie Wayne Kreis, Jr. Executive

Issuer details

Industry: Other Health Care (See others in industry)

Address:
1401 Foch Street, Suite 140
Fort Worth, TX, 76107