Form D · Hedge Fund

Series A PI, as series of BTA US Series Platform, LLC

New York, NY · CIK 0001659331

Offering snapshot reported Jan 22, 2018 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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
Jan 22, 2018AmendmentYet to sellNo comparison0SEC filing
Jan 20, 2017AmendmentYet to sellNo comparison0SEC filing
Dec 8, 2016AmendmentYet to sellNo comparison0SEC filing
Dec 8, 2015InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$75K
Finders' fees
$0
Form D file number
021-252657
This includes the sum of any monthly retainer and/or sales commissions paid to licensed registered representatives. This excludes any internal marketing staff who may be paid compensation, but not commission, for their duties.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
George Szele2375429Carrollton Capital Partners, LLC · CRD 165470

Source: Form D, filed Jan 22, 2018. 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
N/A Bta Investment Advisors, Llc Promoter
N/A Concorde Asset Management, Ltd. Promoter
Clarke Gray Executive
Paul M. Toldalagi Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
733 Third Avenue 15 Th Floor
New York, NY, 10017