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SEC Form D · filed March 2, 2017

Global Allocation Fund

Offering
Sold
$58.0M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
SANTA MONICA, CA
Type
Pooled fund

Rule 506(b): private placement to accredited investors, no public advertising.

People & firms on this filing (6)

Michael L. Lerch · Santa Monica, CADirectorRichard G. Chisholm · Santa Monica, CADirectorMichael B. Nechamkin · New York, NYDirectorDominic A. Bassani · Crestone, CODirectorAbenezer Yohalashet · San Francisco, CADirectorKurt W. Hutton · MILWAUKIE, ORDirector

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗