Form D · Other Investment Fund
TACTICS II-CDI SERIES B INVESTORS II, LLC
Milwaukee, WI · CIK 0001516404
Offering snapshot reported Apr 8, 2011 · SEC filing
- Reported sold
- $11M Indefinite offering
- Investors reported
- 40 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 24, 2011 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 |
|---|---|---|---|---|---|
| Apr 8, 2011 | Initial | $11,007,000 | No comparison | 40 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-158048
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Apr 8, 2011. 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.
| Name | Reported role |
|---|---|
| Robert J. Palay | Executive, Promoter |
| Thomas M. Palay | Executive, Promoter |
| Tactics Ii Cdi Series B Manager Ii, Llc Tactics Ii Cdi Series B Manager Ii, Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
780 North Water Street Attn: Anna Geyso
Milwaukee, WI, 53202
Milwaukee, WI, 53202