Form D · Other Investment Fund
TACTICS II-CDI SERIES B INVESTORS III, LLC
Milwaukee, WI · CIK 0001561749
Offering snapshot reported Nov 8, 2012 · SEC filing
- Reported sold
- $10.7M Indefinite offering
- Investors reported
- 38 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 23, 2012 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 8, 2012 | Amendment | $10,675,000 | $0vs Nov 7, 2012 | 38 | SEC filing |
| Nov 7, 2012 | Initial | $10,675,000 | No comparison | 38 | 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
- 021-186637
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Nov 8, 2012. 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 Iii, Llc Tactics Ii Cdi Series B Manager Iii, Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Milwaukee, WI, 53202