|
|
D/A |
2025-12-17 12:20:13 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- EDI Financial Inc., UMB Financial Services, Inc., Morgan Stanley Smith Barney LLC, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, Salient Capital L.P., Applied Capital, LLC, Hightower Securities LLC, ROCKEFELLER FINANCIAL LLC, and SUNBELT SECURITIES, INC.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-25-000003
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2025-12-17 12:20:13 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2024-12-20 21:17:47 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- EDI Financial Inc., UMB Financial Services, Inc., Morgan Stanley Smith Barney LLC, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, Salient Capital L.P., Applied Capital, LLC, Hightower Securities LLC, ROCKEFELLER FINANCIAL LLC, and SUNBELT SECURITIES, INC.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-24-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2024-12-20 21:17:47 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2023-12-22 09:44:22 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- EDI Financial Inc., UMB Financial Services, Inc., Morgan Stanley Smith Barney LLC, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, Salient Capital L.P., Applied Capital, LLC, Hightower Securities LLC, ROCKEFELLER FINANCIAL LLC, and SUNBELT SECURITIES, INC.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-23-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2023-12-22 09:44:22 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2022-12-30 08:21:36 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- EDI Financial Inc., UMB Financial Services, Inc., Morgan Stanley Smith Barney LLC, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, Salient Capital L.P., Applied Capital, LLC, Hightower Securities LLC, ROCKEFELLER FINANCIAL LLC, and SUNBELT SECURITIES, INC.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-22-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2022-12-30 08:21:36 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-12-17 09:13:45 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- EDI Financial Inc., UMB Financial Services, Inc., Morgan Stanley Smith Barney LLC, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, Salient Capital L.P., Applied Capital, LLC, and Hightower Securities LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-21-000003
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-12-17 09:13:45 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2020-12-18 12:21:57 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- EDI Financial Inc., UMB Financial Services, Inc., Morgan Stanley Smith Barney LLC, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, Salient Capital L.P., Applied Capital, LLC, and Hightower Securities LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-20-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2020-12-18 12:21:57 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2019-12-20 08:44:31 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- EDI Financial Inc., UMB Financial Services, Inc., Morgan Stanley Smith Barney LLC, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, Salient Capital L.P., Applied Capital, LLC, and Hightower Securities LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-19-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2019-12-20 08:44:31 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2018-12-20 16:48:25 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- EDI Financial Inc., UMB Financial Services, Inc., Morgan Stanley Smith Barney LLC, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, Salient Capital L.P., Applied Capital, LLC, and Hightower Securities LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-18-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2018-12-20 16:48:25 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2017-12-19 15:32:08 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- EDI Financial Inc., UMB Financial Services, Inc., Morgan Stanley Smith Barney LLC, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, Salient Capital L.P., and Applied Capital, LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-17-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2017-12-19 15:32:08 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2016-12-16 18:24:18 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, William S. Hill, Morgan Stanley Smith Barney LLC, Florence Blair Batson, Stifel, Nicolaus & Company, Incorporated, USCA Securities, LLC, and Heinrich Grobler
- CIK Number
- 0001589065
- Filed Document
- 0001589065-16-000010
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2016-12-16 18:24:18 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2015-12-18 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, William S. Hill, and Morgan Stanley Smith Barney LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-15-000009
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-12-18 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2015-10-02 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, William S. Hill, and Morgan Stanley Smith Barney LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-15-000008
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-10-02 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2015-09-04 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, William S. Hill, and Morgan Stanley Smith Barney LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-15-000007
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-09-04 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2015-08-14 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, William S. Hill, and Morgan Stanley Smith Barney LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-15-000006
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-08-14 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2015-07-08 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, William S. Hill, and Morgan Stanley Smith Barney LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-15-000005
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-07-08 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2015-05-15 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, William S. Hill, and Morgan Stanley Smith Barney LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-15-000004
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-05-15 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2015-05-01 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, William S. Hill, and Morgan Stanley Smith Barney LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-15-000003
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-05-01 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2015-04-10 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, William S. Hill, and Morgan Stanley Smith Barney LLC
- CIK Number
- 0001589065
- Filed Document
- 0001589065-15-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-04-10 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2015-01-16 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, UMB Financial Services, Inc., James G. McGinness, and William S. Hill
- CIK Number
- 0001589065
- Filed Document
- 0001589065-15-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-01-16 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-12-19 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, and UMB Financial Services, Inc.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000013
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-12-19 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-09-17 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, and UMB Financial Services, Inc.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000012
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-09-17 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-09-05 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, and UMB Financial Services, Inc.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000011
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-09-05 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-08-15 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, and UMB Financial Services, Inc.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000010
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-08-15 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-07-03 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, and UMB Financial Services, Inc.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000009
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-07-03 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-06-20 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, and UMB Financial Services, Inc.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000008
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-06-20 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-05-30 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., Jill T. Cohen, and UMB Financial Services, Inc.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000007
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-05-30 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-04-16 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., and Jill T. Cohen
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000006
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-04-16 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-04-03 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., Fred L. Williams, Jr., and Jill T. Cohen
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000005
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-04-03 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-03-24 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, Stephen D. Strake, Timothy M. Conway III, James R. Moffett, Jr., and Fred L. Williams, Jr.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000004
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-03-24 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-02-27 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, and Stephen D. Strake
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000003
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-02-27 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2014-01-28 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, and Stephen D. Strake
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-01-28 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
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D/A |
2014-01-13 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, Andrew B. Linbeck, David E. Hicks, William W. Cathriner, Matthew P. Summers, and Stephen D. Strake
- CIK Number
- 0001589065
- Filed Document
- 0001589065-14-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2014-01-13 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
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D/A |
2013-12-20 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., J. Matthew Newtown, and Andrew B. Linbeck
- CIK Number
- 0001589065
- Filed Document
- 0001589065-13-000007
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2013-12-20 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
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D/A |
2013-12-13 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., and J. Matthew Newtown
- CIK Number
- 0001589065
- Filed Document
- 0001589065-13-000006
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2013-12-13 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
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D/A |
2013-12-06 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, EDI Financial, Inc., and J. Matthew Newtown
- CIK Number
- 0001589065
- Filed Document
- 0001589065-13-000005
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2013-12-06 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
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D/A |
2013-11-22 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, Matthew H. Moncrief, and EDI Financial, Inc.
- CIK Number
- 0001589065
- Filed Document
- 0001589065-13-000004
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2013-11-22 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
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D/A |
2013-11-15 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson, Kevin B. Davis, and Matthew H. Moncrief
- CIK Number
- 0001589065
- Filed Document
- 0001589065-13-000003
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2013-11-15 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
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D |
2013-10-16 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- Craig C. Dawson and Gregory A. Reid
- CIK Number
- 0001589065
- Filed Document
- 0001589065-13-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2013-10-16 00:00:00 UTC
- Type of Offering
- D
- Industry
- Pooled Investment Fund
- Principal Place of Business
- TEXAS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|