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SEC Form D · filed February 14, 2022

CIS Balanced Investment Partners

Offering
Sold
$29.6M
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 (37)

Steven G. Pottieger · Wyomissing, PAExecSteven F. Silverman · Wyomissing, PAExecMarlin J. Miller · Wyomissing, PADirectorPaul G. Oxholm · Wyomissing, PADirectorThomas R. Platt · Wyomissing, PAExecFrancis K. Crawford · Wyomissing, PADirectorDebora M. Covell · Wyomissing, PAExecRussell J. Fuller · Wyomissing, PADirectorPeter J. Connors · Wyomissing, PAExec · DirectorRobert J. Cagliola · Wyomissing, PAExecMichael J. Noon · Wyomissing, PAExecBrian G. Mccoy · Wyomissing, PAExecRobert R. Hahn · Wyomissing, PAExecSteven Himmel · New York, NYDirectorKenneth Brimmer · Mesa, AZDirectorDavid Wesley · Toronto, Ontario, CanadaExecMolly Hemmeter · Toronto, Ontario, CanadaDirectorKen Villazor · Toronto, Ontario, CanadaExecGary Copperud · Mesa, AZDirectorPeter Sandham · Wan Chai, Hong KongExec · DirectorFundrock Management Company S.A · HESPERANGE, LuxembourgExecAmit Varma · Toronto, Ontario, CanadaExecAlexis Houssou · Paris, I0ExecSteven G. Pottieger · Wyomissing, PAExecIggy Ignatius · Tavares, FLExecTrent Livingston · Auburn, WAExecDavid Sperau · Rockville, MDExecMichael D. Gustafson · Sunnyvale, CAExec · DirectorRick Clark · Auburn, WAExec · DirectorEdward H. Benford · CHICAGO, ILDirectorBenjamin R. Riefe · CHICAGO, ILExecRobert E. Duque-Ribeiro · San Rafael, CAExecWayne M. Wallace · Westlake, OHExecMark R. Burgett · Chicago, ILExecRobert A. Thomas · Grand Cayman, Cayman IslandsDirectorJames A. Creighton · El Cerrito, CADirectorCorey R. Maple · Fargo, NDExec

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