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SEC Form D · Amendment · filed May 14, 2014

Planned Return Strategy Fund, LP

Offering
—
Sold
$168.8M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
MORRISTOWN, NJ
Type
Pooled fund

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

People & firms on this filing (12)

David C. Michan · San Diego, CAExecGarheng Kong · MENLO PARK, CAExecRandy Scott · MENLO PARK, CAExecAcertus Capital Management, Llc · Morristown, NJPromoterFrank W. Nessinger · Denver, COExecMichael Margolies · Delray Beach, FLExecThomas G. Dudeck · Hartford, CTExecGeorge P. Waldeck · Hartford, CTExecTom Callaway · MENLO PARK, CAExecDavid Kabakoff · MENLO PARK, CAExecRichard Lin · MENLO PARK, CAExecAcertus Capital Management, Llc · Morristown, NJPromoter

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