Industry: Pooled Investment Fund (See others in industry)
Address:| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-09 | Amended | $47,505,252 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2025-03-13 | Amended | $47,505,252 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2024-11-19 | Amended | $47,505,252 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2024-11-19 | Amended | $47,505,252 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2024-11-19 | Amended | $47,505,252 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2024-03-20 | Amended | $49,925,634 | $0 | Other | 06b 3C 3C.1 | SEC link |
| 2023-02-15 | Amended | $51,095,635 | $9,125,252 | Other | 06b 3C 3C.1 | SEC link |
| 2022-02-08 | Amended | $38,380,000 | $38,380,000 | Other | 06b 3C 3C.1 | SEC link |
| 2020-05-19 | New | Yet to Sell | $0 | Other | 06b 3C 3C.1 | SEC link |
| Name | Role |
|---|---|
| N/A N/A Focus Partners Wealth, Llc | Promoter |
| N/A N/A Gratus Capital, Llc | Executive |
| Brendan W. Lake | Executive |
| Patrick Nolan | Executive |
| N/A N/A Ppb Trailhead Mgt., Llc | Executive |
| N/A N/A The Colony Group, Llc | Executive |