Form D · Other Investment Fund
Swedan Investment Fund, LLC
Asheville, NC · CIK 0001545900
Offering snapshot reported Mar 25, 2022 · SEC filing
- Reported sold
- $7.5M Indefinite offering
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Jul 2, 2008 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 25, 2022 | Initial | $7,500,000 | No comparison | 15 | SEC filing |
| Mar 26, 2021 | Initial | $7,900,000 | No comparison | 17 | SEC filing |
| Mar 19, 2020 | Initial | $9,300,000 | No comparison | 24 | SEC filing |
| Mar 29, 2019 | Initial | $8,000,000 | No comparison | 23 | SEC filing |
| Mar 26, 2018 | Initial | $9,360,000 | No comparison | 19 | SEC filing |
| Mar 27, 2017 | Amendment | $9,100,000 | $1,800,000vs Apr 7, 2015 | 19 | SEC filing |
| Apr 7, 2015 | Initial | $7,300,000 | No comparison | 19 | SEC filing |
| Aug 14, 2013 | Initial | $5,394,666 | No comparison | 10 | SEC filing |
| Apr 1, 2013 | Initial | $5,013,589 | No comparison | 10 | SEC filing |
| Oct 1, 2012 | Amendment | $2,814,703 | $0vs Mar 28, 2012 | 17 | SEC filing |
| Mar 28, 2012 | Initial | $2,814,703 | No comparison | 17 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-438921
Source: Form D, filed Mar 25, 2022. 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
SWEDAN INVESTMENT FUND LLC
Investment adviser: OUTSTANDING VALUE FINANCIAL MANAGEMENT, LLC
- Gross asset value
- $4.2M
- Beneficial owners
- 16
- ADV minimum commitment
- $25K
Reported in Form ADV on Aug 27, 2012. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Filing source
Form ADV 666494 · Aug 27, 2012 · Schedule D 7.B.(1), fund 805-2122886935
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.
| Name | Reported role |
|---|---|
| Mark M Swedan | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Asheville, NC, 28803