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 sold
Reported amount sold by Form D filing date$0$2.84M$5.67MMay 24, 2017: $5,670,000.00May 24, 2017May 24, 2018: $5,670,000.00May 24, 2018May 24, 2019: $5,670,000.00May 24, 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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 24, 2019Amendment$5,670,000$0vs May 24, 201828SEC filing
May 24, 2018Amendment$5,670,000$0vs May 24, 201728SEC filing
May 24, 2017Initial$5,670,000No comparison28SEC 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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RecipientCRDAssociated 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.

People and organizations reported in Form D filings
NameReported 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:
58 Broad Street Road
Manakit Sabot, VA, 23103