Form D · Hedge Fund
Summit Action Fund LLC, Opportunities Series
Manakit Sabot, VA · CIK 0001707274
Offering snapshot reported May 24, 2019 · SEC filing
- Reported sold
- $5.67M Indefinite offering
- Investors reported
- 28 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 8, 2017 As reported in this filing
Fundraising history
Reported soldDates 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 24, 2019 | Amendment | $5,670,000 | $0vs May 24, 2018 | 28 | SEC filing |
| May 24, 2018 | Amendment | $5,670,000 | $0vs May 24, 2017 | 28 | SEC filing |
| May 24, 2017 | Initial | $5,670,000 | No comparison | 28 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0
- Form D file number
- 021-287354
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| James River Securities Corp. | 38477 |
Source: Form D, filed May 24, 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.
| Name | Reported role |
|---|---|
| Kevin M. Brandt | Executive |
| N/A James River Capital Corp. | Promoter |
| Laura P. Mc Grath | Executive |
| Paul H. Saunders | Executive |
| Brock Saunders | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Manakit Sabot, VA, 23103