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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)

Ann P. Maurer · Milwaukee, WIExecRobert G. Seyferth · Milwaukee, WIDirectorGary E. Shugrue · Milwaukee, WIDirectorKent E. Muckel · New York, NYExecPhilip W. Alfonsin · New York, NYExecTerrance P. Gallagher · Milwaukee, WIDirectorDavid G. Lee · Milwaukee, WIDirectorThomas J. Colaiezzi · West Chester, PADirectorJohn Banta · McLean, VAExecMark A. Batsiyan · NEW YORK, NYDirectorDaniel Gebremedhin · McLean, VAExecKejda Qorri · Toronto, Ontario, CanadaDirectorT. G. Mitchell · Georgetown, Grand Cayman, Cayman IslandsExecRyan Gibson · Seattle, WADirectorPerella Weinberg Partners Capital Management, Lp · New York, NYPromoterAnthony Lacavera · Toronto, Ontario, CanadaDirectorLorne Abony · Toronto, Ontario, CanadaDirectorDavid Bartelme · Milwaukee, WIDirectorBrent Adam · Milwaukee, WIExecJustin N. Lorino · New York, NYDirectorMeagan Redfern · Steamboat Springs, COExecJoe Schwab · Steamboat Springs, COExecPerella Weinberg Partners Capital Management, Lp · New York, NYPromoter

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