Form D · Hedge Fund

Strategic Balance Partners, LP

Richmond, VA · CIK 0001254669

Offering snapshot reported Nov 1, 2019 · SEC filing

Reported sold
$17.1M
Indefinite offering
Investors reported
44
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Aug 1, 2003
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.53M$17.1MMar 16, 2009: $8,632,958.00Mar 16, 2009May 12, 2010: $12,225,624.00Apr 28, 2011: $13,435,931.00Apr 17, 2012: $15,385,332.00Apr 15, 2013: $16,017,639.00Apr 8, 2014: $16,417,639.00Mar 10, 2015: $16,611,390.00Feb 16, 2016: $16,611,390.00Jan 24, 2017: $16,961,390.00Jan 31, 2018: $17,061,390.00Nov 1, 2019: $17,061,390.00Nov 1, 2019

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 1, 2019Amendment$17,061,390$0vs Jan 31, 201844SEC filing
Jan 31, 2018Amendment$17,061,390$100,000vs Jan 24, 201744SEC filing
Jan 24, 2017Amendment$16,961,390$350,000vs Feb 16, 201644SEC filing
Feb 16, 2016Amendment$16,611,390$0vs Mar 10, 201544SEC filing
Mar 10, 2015Amendment$16,611,390$193,751vs Apr 8, 201444SEC filing
Apr 8, 2014Amendment$16,417,639$400,000vs Apr 15, 201343SEC filing
Apr 15, 2013Amendment$16,017,639$632,307vs Apr 17, 201242SEC filing
Apr 17, 2012Amendment$15,385,332$1,949,401vs Apr 28, 201141SEC filing
Apr 28, 2011Amendment$13,435,931$1,210,307vs May 12, 201036SEC filing
May 12, 2010Amendment$12,225,624$3,592,666vs Mar 16, 200931SEC filing
Mar 16, 2009Initial$8,632,958No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-56961
The reported amount sold and number of investors represents contributions by all investors in the fund since inception. The current assets under management and current number of investors may be significantly different.

Source: Form D, filed Nov 1, 2019. 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
Scott Eric Brown Promoter
Robert Lloyd Brown Ii Promoter
Karen Emmett Coleman Promoter
Thomas Spalding Hall Promoter
N/A Strategic Balance, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2800 N. Parham Road, Suite 101
Richmond, VA, 23294