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SEC Form D · Amendment · filed July 28, 2023

Agility Multi-Asset Income Fund

Offering
—
Sold
$742.1M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
MILWAUKEE, WI
Type
Pooled fund

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

People & firms on this filing (23)

Perella Weinberg Partners Capital Management, Lp · New York, NYPromoterDavid Bartelme · Milwaukee, WIDirectorJustin N. Lorino · New York, NYDirectorPhilip W. Alfonsin · New York, NYExecT. G. Mitchell · Georgetown, Grand Cayman, Cayman IslandsExecMeagan Redfern · Steamboat Springs, COExecMark A. Batsiyan · NEW YORK, NYDirectorDavid G. Lee · Milwaukee, WIDirectorRyan Gibson · Seattle, WADirectorLorne Abony · Toronto, Ontario, CanadaDirectorRobert G. Seyferth · Milwaukee, WIDirectorPerella Weinberg Partners Capital Management, Lp · New York, NYPromoterKejda Qorri · Toronto, Ontario, CanadaDirectorJoe Schwab · Steamboat Springs, COExecAnthony Lacavera · Toronto, Ontario, CanadaDirectorDaniel Gebremedhin · McLean, VAExecTerrance P. Gallagher · Milwaukee, WIDirectorBrent Adam · Milwaukee, WIExecThomas J. Colaiezzi · West Chester, PADirectorGary E. Shugrue · Milwaukee, WIDirectorJohn Banta · McLean, VAExecAnn P. Maurer · Milwaukee, WIExecKent E. Muckel · New York, NYExec

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