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SEC Form D · Amendment · filed February 22, 2021

Strategic Global Balanced Trust

Offering
Sold
$70.8M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
ARLINGTON, VA
Type
Pooled fund

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

People & firms on this filing (9)

Kenneth Grossfield · Arlington, VAExecBrian Murdock · Arlington, VAExecStephen Mandella · Arlington, VAExecMary Mccaffrey · WEST CHESTER, PAExecSteven H. Minnich · Newport, WAExecMindy Posoff · WEST CHESTER, PAExecJoanne Lang · WEST CHESTER, PAExecLauren Stanich · WEST CHESTER, PAExecPaul Allen · WEST CHESTER, PAExec

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