Form D · Other Investment Fund

Stuart Family Fund LLC

Stamford, CT · CIK 0001465908

Offering snapshot reported Mar 9, 2012 · SEC filing

Reported sold
$2.66M
Indefinite offering
Investors reported
39
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 1, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.33M$2.66MJun 11, 2009: $685,000.00Jun 11, 2009Jul 1, 2009: $1,000,000.00Mar 9, 2012: $2,656,000.00Mar 9, 2012

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$1,000,000 → $2,656,000
  • Reported investors10 → 39

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 9, 2012Amendment$2,656,000$1,656,000vs Jul 1, 200939SEC filing
Jul 1, 2009Amendment$1,000,000$315,000vs Jun 11, 200910SEC filing
Jun 11, 2009Initial$685,000No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-131889
No limitation on size of offering

Source: Form D, filed Mar 9, 2012. 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

STUART FAMILY FUND, LLC

Investment adviser: A.L. STUART INVESTMENTS, LLC

Gross asset value
$70.4M
Beneficial owners
28
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 2086982 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2165732073

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
Alan L Stuart Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Dock St Ste 410
Stamford, CT, 06902