Form D · Other Investment Fund

STRATEGIC GROWTH PORTFOLIO LP

Westlake Village, CA · CIK 0001316055

Offering snapshot reported Oct 13, 2015 · SEC filing

Reported sold: $9.39M
Investors reported: 52
Minimum accepted: $100K
First sale: Dec 22, 2004

Fundraising history

Reported sold

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.

Reported sold$10,400,000 → $9,392,543
Reported investors58 → 52

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 13, 2015	Amendment	$9,392,543	-$1,007,457vs Oct 14, 2014	52	SEC filing
Oct 14, 2014	Amendment	$10,400,000	-$10,304,352vs Mar 17, 2009	58	SEC filing
Mar 17, 2009	Amendment	$20,704,352	No comparison	Not reported	SEC filing
Jan 27, 2005	Paper	Not reported	No comparison	Not reported	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-73569

Commissions are not paid on this investment

Source: Form D, filed Oct 13, 2015. 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
Name	Reported role
. Alliance Advisory & Securities, Inc.	Executive
. Alliance Financial Group, Inc.	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3390 Auto Mall Drive Suite 200
Westlake Village, CA, 91362