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SEC Form D · filed March 13, 2023

CIS Balanced Investment Partners

Offering
Sold
$30.5M
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 (34)

Steven G. Pottieger · Wyomissing, PAExecRussell J. Fuller · Wyomissing, PADirectorThomas R. Platt · Wyomissing, PAExecRobert J. Cagliola · Wyomissing, PAExecFrancis K. Crawford · Wyomissing, PADirectorPeter J. Connors · Wyomissing, PAExec · DirectorDebora M. Covell · Wyomissing, PAExecRobert R. Hahn · Wyomissing, PAExecBrian G. Mccoy · Wyomissing, PAExecSteven F. Silverman · Wyomissing, PAExecMarlin J. Miller · Wyomissing, PADirectorPaul G. Oxholm · Wyomissing, PADirectorKen Villazor · Toronto, Ontario, CanadaExecKenneth Brimmer · Mesa, AZDirectorDavid Wesley · Toronto, Ontario, CanadaExecSteven Himmel · New York, NYDirectorPeter Sandham · Wan Chai, Hong KongExec · DirectorMolly Hemmeter · Toronto, Ontario, CanadaDirectorAlexis Houssou · Paris, I0ExecFundrock Management Company S.A · HESPERANGE, LuxembourgExecSteven G. Pottieger · Wyomissing, PAExecGary Copperud · Mesa, AZDirectorIggy Ignatius · Tavares, FLExecTrent Livingston · Auburn, WAExecMichael 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

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