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SEC Form D · Amendment · filed July 29, 2020

Agility Multi-Asset Income Fund

Offering
Sold
$733.0M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
CHARLOTTE, NC
Type
Pooled fund

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

People & firms on this filing (28)

Kent E. Muckel · New York, NYExecRobert G. Seyferth · Milwaukee, WIDirectorGary E. Shugrue · Milwaukee, WIDirectorDavid G. Lee · Milwaukee, WIDirectorPhilip W. Alfonsin · New York, NYExecTerrance P. Gallagher · Milwaukee, WIDirectorAnn P. Maurer · Milwaukee, WIExecPerpetua W. Seidenberg · Chadds Ford, PAExecPerella Weinberg Partners Captial Management, Lp · New York, NYPromoterP. Wells Fargo Investment Institute, Inc · Charlotte, NCPromoterBert Amato · BOSTON, MAExecMark A. Batsiyan · NEW YORK, NYDirectorLuca Fabbri · BOSTON, MAExecThomas J. Colaiezzi · West Chester, PADirectorT. G. Mitchell · Georgetown, Grand Cayman, Cayman IslandsExecKejda Qorri · Toronto, Ontario, CanadaDirectorAnthony Cirurgiao · BOSTON, MAExecRyan Gibson · Seattle, WADirectorAnthony Lacavera · Toronto, Ontario, CanadaDirectorLorne Abony · Toronto, Ontario, CanadaDirectorDavid Bartelme · Milwaukee, WIDirectorBrent Adam · Milwaukee, WIExecJustin N. Lorino · New York, NYDirectorWilliam F. Wagner · Boston, MAExecErik Postnieks · Kamas, UTExecArchibald D. Cox · McHenry, MSExecPerella Weinberg Partners Captial Management, Lp · New York, NYPromoterP. Wells Fargo Investment Institute, Inc · Charlotte, NCPromoter

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