Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-09 | Amended | $24,139,378 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2025-03-13 | Amended | $24,139,378 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2024-11-19 | Amended | $24,139,378 | $0 | Other | 06b 3C 3C.7 | SEC link |
| 2024-03-20 | Amended | $25,170,000 | $619,378 | Other | 06b 3C 3C.7 | SEC link |
| 2023-02-15 | Amended | $23,520,000 | $23,520,000 | Other | 06b 3C 3C.7 | SEC link |
| 2021-12-23 | New | Yet to Sell | $0 | Other | 06b 3C 3C.7 | SEC link |
| Name | Role |
|---|---|
| N/A N/A Focus Partners Wealth, Llc | Promoter |
| N/A Gratus Capital, Llc | Promoter |
| Brendan W. Lake | Executive |
| N/A Ppb Trailhead Growth Mgt Llc | Director |
| N/A N/A The Colony Group, Llc | Promoter |