Form D · Hedge Fund

Summit Growth Preservation Fund, LLC

Milwaukee, WI · CIK 0001537579

Offering snapshot reported Dec 31, 2013 · SEC filing

Reported sold
$2.33M
Indefinite offering
Investors reported
13
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 5, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.17M$2.33MJan 5, 2012: $1,352,713.00Jan 5, 2012Nov 29, 2012: $1,352,713.00Nov 29, 2012Dec 31, 2013: $2,334,074.00Dec 31, 2013

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$1,352,713 → $2,334,074
  • Reported investors7 → 13

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 31, 2013Amendment$2,334,074$981,361vs Nov 29, 201213SEC filing
Nov 29, 2012Amendment$1,352,713$0vs Jan 5, 20127SEC filing
Jan 5, 2012Initial$1,352,713No comparison7SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-171227

Source: Form D, filed Dec 31, 2013. 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
Donna Achs Executive
Peter Achs Director, Executive
Thomas Carroll Director, Executive
Ronald E Chandler Director, Executive
Thomas Czech Director, Executive
Edward Gaffney Director
Ann Lamarche Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
400 E Wisconsin Ave, Ste 102
Milwaukee, WI, 53202