|
|
D/A |
2025-02-20 15:53:34 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M. Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, Richard Snipes, Anne Trinh, Brian Becker, Daphne Boyle, Donald E. Morris, Jr., Eric Naison-Phillips, SBHU Life Agency, Inc., Senta Fean, Shirley Ann Huang McMillan, Timothy McLanahan, Lorrie Baldevia, Robert Hotaling, George T. Papanier, and Robert Kozloski
- CIK Number
- 0001132213
- Filed Document
- 0000950123-25-002880
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2025-02-20 15:53:34 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2024-02-13 13:27:49 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M. Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freeley, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, Richard Snipes, Anne Trinh, Brian Becker, Daphne Boyle, Donald E. Morris, Jr., Eric Naison-Phillips, SBHU Life Agency, Inc., Senta Fean, Shirley Ann Huang McMillan, Timothy McLanahan, Lorrie Baldevia, Robert Hotaling, and George T. Papanier
- CIK Number
- 0001132213
- Filed Document
- 0001209191-24-003155
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2024-02-13 13:27:49 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2023-01-06 09:52:38 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M. Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, Richard Snipes, Anne Trinh, Brian Becker, Daphne Boyle, Donald E. Morris, Jr., Eric Naison-Phillips, SBHU Life Agency, Inc., Senta Fean, Shirley Ann Huang McMillan, and Timothy McLanahan
- CIK Number
- 0001132213
- Filed Document
- 0001209191-23-002253
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2023-01-06 09:52:38 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2020-12-23 11:25:13 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, Richard Snipes, Anne Trinh, Brian Becker, Daphne Boyle, Donald E. Morris, Jr., Eric Naison-Phillips, SBHU Life Agency, Inc., Senta Fean, Shirley Ann Huang McMillan, and Timothy McLanahan
- CIK Number
- 0001132213
- Filed Document
- 0001209191-20-064972
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2020-12-23 11:25:13 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2019-12-20 12:45:03 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, and Richard Snipes
- CIK Number
- 0001132213
- Filed Document
- 0001209191-19-061466
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2019-12-20 12:45:03 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2018-12-19 14:56:50 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, and Richard Snipes
- CIK Number
- 0001132213
- Filed Document
- 0001209191-18-063451
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2018-12-19 14:56:50 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2017-12-20 12:19:28 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, and Richard Snipes
- CIK Number
- 0001132213
- Filed Document
- 0001209191-17-066592
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2017-12-20 12:19:28 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2016-12-19 16:41:16 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, and Richard Snipes
- CIK Number
- 0001132213
- Filed Document
- 0001209191-16-155932
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2016-12-19 16:41:16 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2015-12-09 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, and Richard Snipes
- CIK Number
- 0001132213
- Filed Document
- 0001209191-15-084190
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2015-12-09 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2014-12-15 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, and Richard Snipes
- CIK Number
- 0001132213
- Filed Document
- 0001181431-14-038853
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2014-12-15 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|
|
|
D/A |
2013-12-12 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Andrew A Goldman, Brent Kinetz, Clune J Walsh III, Clune J Walsh Jr, David D Ehlert, David J Carroll, David J Taylor, David W Goldberg, Don E Garlikov, Donald Friedman, Donald Mehlig, Ezra Ripple, Gary Sitzmann, Guy Richard Thomas, H Richard Wehmeier, H Thomas Hollinger, Harry Levitt, J Davis Hunter, James A Cheney, James Davis, James E Cleary, James Kornreich, James Roberson, Jim Clary, John D Becker, John M Barry, John M Barry, John Meisenbach, Jordon R Katz, Lawton Nease, Luther Lockwood, Michael J Kiley, Milton H Cohn, Morey H Goldberg, Paul Silberberg, Peter S Miller, Richard F Swider, Stephen C Brown, Todd Mezrah, Tom Provow, Vernon Holleman III, Brad Morgan, Daniel J Wagner, David W Freely, Stephen Karp, Paul MacCaskill, Gerald I Applefield, Patrick Trammell, David Byers, William Wood, Michael Corrigan, and Richard Snipes
- CIK Number
- 0001132213
- Filed Document
- 0001181431-13-062600
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2013-12-12 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
|