Form D · Hedge Fund

Tactical Index Option Fund, LP

Scottsdale, AZ · CIK 0001695919

Offering snapshot reported Jan 30, 2017 · SEC filing

Reported sold: $7.59M
Investors reported: 42
Minimum accepted: $250K
First sale: Jan 6, 2017

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
Jan 30, 2017	Initial	$7,585,000	No comparison	42	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-279524

Limited Partnership Interests

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Accelerated Capital Group, Inc.	41270

Source: Form D, filed Jan 30, 2017. 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

TACTICAL INDEX OPTION FUND, LP

Investment adviser: LINGO INVESTMENTS LLC

Gross asset value: $3.06M
Beneficial owners: 45
ADV minimum commitment: $250K

Reported in Form ADV on Jun 28, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLC GREENWOOD VILLAGE, Colorado, United States

Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No

Marketer ACCELERATED CAPITAL GROUP IRVINE, California, United States Related to adviser: No

Prime broker GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States

Prime broker WEEDEN PRIME SERVICES, LLC. GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

SPICER JEFFRIES LLC
PCAOB 349

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526

ACCELERATED CAPITAL GROUP
CRD 41270 · SEC 8-49347

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
CRD 3466 · SEC 8-526

WEEDEN PRIME SERVICES, LLC.
CRD 146103 · SEC 8-67787

Filing source

Form ADV 1438653 · Jun 28, 2020 · Schedule D 7.B.(1), fund 805-6795512683

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
Name	Reported role
David Hatfield	Executive
Jacob Pacini	Executive
N/A Pacini Hatfield Investments, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

15279 N. Scottsdale Road Suite B2 215
Scottsdale, AZ, 85254