Form D · Private Equity Fund

Stage Point Fund, LLC

Naples, FL · CIK 0001634277

Offering snapshot reported Nov 20, 2015 · SEC filing

Reported sold
$4.16M
Offering amount: $30M
Investors reported
15
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Sep 30, 2014
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 20, 2015Initial$4,158,872No comparison15SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-251689

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Whitney S. QuillenNone

Source: Form D, filed Nov 20, 2015. 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

STAGE POINT FUND, LLC

Investment adviser: STAGE POINT CAPITAL, LLC

Gross asset value
$31.7M
Beneficial owners
63
ADV minimum commitment
$100K

Reported in Form ADV on Mar 18, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TOWER FUND SERVICES OCEANPORT, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MORRIS & MORRIS, P.C. NEEDHAM HEIGHTS, Massachusetts, United States
Custodian AXOS BANK SAN DIEGO, California, 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

MORRIS & MORRIS, P.C.
PCAOB 4066

Filing source

Form ADV 1509568 · Mar 18, 2021 · Schedule D 7.B.(1), fund 805-1040755291

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
Whitney Quillen Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
255 13 Th Ave. South, #202
Naples, FL, 34102