Form D · Hedge Fund

Sustainable Advantage Group, L.P.

Palm Beach, FL · CIK 0001830535

Offering snapshot reported Nov 5, 2020 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

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
Nov 5, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-379826
Limited Partnership Interests

Source: Form D, filed Nov 5, 2020. 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

SUSTAINABLE ADVANTAGE GROUP, L.P.

Investment adviser: ENDOWMENT RESEARCH GROUP, LLC

Gross asset value
$0
Beneficial owners
0
ADV minimum commitment
$0

Reported in Form ADV on Sep 21, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THEOREM FUND SERVICES, LLC BOCA RATON, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 1565386 · Sep 21, 2021 · Schedule D 7.B.(1), fund 805-5448413928

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
Mark Bennett Executive
N/A Endowment Research Group, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2875 South Ocean Boulevard Suite 200
Palm Beach, FL, 33480