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SEC Form D · filed March 13, 2023

CIS Balanced Investment Partners II

Offering
Sold
$10.0M
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)

Debora M. Covell · Wyomissing, PAExecRussell J. Fuller · Wyomissing, PADirectorPeter J. Connors · Wyomissing, PAExec · DirectorKevin F. Crawford · Wyomissing, PADirectorBrian G. Mccoy · Wyomissing, PAExecPaul G. Oxholm · Wyomissing, PADirectorRobert J. Cagliola · Wyomissing, PAExecMarlin J. Miller · Wyomissing, PADirectorThomas R. Platt · Wyomissing, PAExecSteven F. Silverman · Wyomissing, PAExecSteven G. Pottieger · Wyomissing, PAExecRobert R. Hahn · Wyomissing, PAExecMolly Hemmeter · Toronto, Ontario, CanadaDirectorSteven G. Pottieger · Wyomissing, PAExecKevin F. Crawford · Wyomissing, PADirectorKellen O'Keefe · Toronto, Ontario, CanadaDirectorKen Villazor · Toronto, Ontario, CanadaExecPeter Sandham · Wan Chai, Hong KongExec · DirectorSteven Himmel · New York, NYDirectorRobert Collins · Greenville, SCExecDavid Wesley · Toronto, Ontario, CanadaExecGeoff Miachika · Toronto, Ontario, CanadaExecIggy Ignatius · Tavares, FLExecTrent Livingston · Auburn, WAExecCarlos D. Kokron · Sunnyvale, CAExecPeter D. Hebert · Sunnyvale, CADirectorMichael D. Gustafson · Sunnyvale, CAExec · DirectorRick Clark · Auburn, WAExec · DirectorEdward H. Benford · CHICAGO, ILDirectorBenjamin R. Riefe · CHICAGO, ILExecMichael Nicklas · New York, NYDirectorWayne M. Wallace · Westlake, OHExecMark R. Burgett · Chicago, ILExecRobert A. Stewart · Bethesda, MDExec

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