Ledger.Open graph →
SEC Form D · filed March 7, 2023

Strategic Global Balanced Trust

Offering
—
Sold
$67.5M
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 (12)

Myshel Guillory · Arlington, VAExecMichelle Mccloskey · Arlington, VADirectorNicole Kraus · Arlington, VAExecKenneth Grossfield · Arlington, VAExecSteven H. Minnich · Newport, WAExecMarty Reed · Mills, WYExecScott Saxberg · Mills, WYDirectorKerry Propper · NEW YORK, NYExecJoanne Lang · WEST CHESTER, PAExecBobby T. Helmedag · Minneapolis, MNExecOmri Casspi · Tel Aviv-Jaffa, L3DirectorGeoff Lawrence · Vancouver, British Columbia, CanadaExec

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