Form D · Other Investment Fund
TORTOISE TOTAL RETURN FUND, LLC
Leawood, KS · CIK 0001402740
Offering snapshot reported May 13, 2010 · SEC filing
- Reported sold
- $29M Indefinite offering
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Jul 18, 2007 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.
- Reported sold$27,000,000 → $29,000,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 13, 2010 | Amendment | $29,000,000 | $2,000,000vs Sep 11, 2009 | 4 | SEC filing |
| Sep 11, 2009 | Amendment | $27,000,000 | No comparison | 4 | SEC filing |
| Jul 18, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-106280
Source: Form D, filed May 13, 2010. 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 |
|---|---|
| H. Kevin Birzer | Director |
| Conrad S. Ciccotello | Director |
| John R. Graham | Director |
| Zachary A. Hamel | Executive |
| Charles E. Heath | Director |
| Kenneth P. Malvey | Executive |
| Terry C. Matlack | Executive |
| David J. Schulte | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
11550 Ash Street, Suite 300
Leawood, KS, 66211
Leawood, KS, 66211