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SEC Form D · Amendment · filed February 13, 2020

CIS Balanced Investment Partners

Offering
—
Sold
$26.0M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
WYOMISSING, PA
Type
Pooled fund

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

People & firms on this filing (40)

Steven G. Pottieger · Wyomissing, PAExecSteven Himmel · New York, NYDirectorThomas R. Platt · Wyomissing, PAExecMark R. Burgett · Chicago, ILExecMolly Hemmeter · Toronto, Ontario, CanadaDirectorRob Lekowski · Auburn, WAExecFundrock Management Company S.A · HESPERANGE, LuxembourgExecRussell J. Fuller · Wyomissing, PADirectorLidia R. Zidik · Wyomissing, PAExecMichael D. Gustafson · Sunnyvale, CAExec · DirectorPeter J. Connors · Wyomissing, PAExec · DirectorJames A. Creighton · El Cerrito, CADirectorIggy Ignatius · Tavares, FLExecSteven F. Silverman · Wyomissing, PAExecPaul G. Oxholm · Wyomissing, PADirectorPeter Sandham · Wan Chai, Hong KongExec · DirectorRobert R. Hahn · Wyomissing, PAExecRobert A. Thomas · Grand Cayman, Cayman IslandsDirectorMichael J. Noon · Wyomissing, PAExecRobert Q. Strecker · Quogue, NYExecRobert E. Duque-Ribeiro · San Rafael, CAExecKen Villazor · Toronto, Ontario, CanadaExecTrent Livingston · Auburn, WAExecEdward H. Benford · CHICAGO, ILDirectorAlexis Houssou · Paris, I0ExecDavid Wesley · Toronto, Ontario, CanadaExecRick Clark · Auburn, WAExec · DirectorAmit Varma · Toronto, Ontario, CanadaExecKenneth Brimmer · Mesa, AZDirectorBenjamin R. Riefe · CHICAGO, ILExecFrancis K. Crawford · Wyomissing, PADirectorWayne M. Wallace · Westlake, OHExecSteven G. Pottieger · Wyomissing, PAExecDebora M. Covell · Wyomissing, PAExecCorey R. Maple · Fargo, NDExecRobert J. Cagliola · Wyomissing, PAExecDavid Sperau · Rockville, MDExecGary Copperud · Mesa, AZDirectorMarlin J. Miller · Wyomissing, PADirectorBrian G. Mccoy · Wyomissing, PAExec

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