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SEC Form D · filed May 13, 2024

CIS Index OverWrite Partners

Offering
Sold
$13.5M
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)

Paul G. Oxholm · Wyomissing, PADirectorRobert J. Cagliola · Wyomissing, PAExecSteven G. Pottieger · Wyomissing, PAExecRobert R. Hahn · Wyomissing, PAExecSteven F. Silverman · Wyomissing, PAExecBrian G. Mccoy · Wyomissing, PAExecKevin F. Crawford · Wyomissing, PADirectorPeter J. Connors · Wyomissing, PAExec · DirectorThomas R. Platt · Wyomissing, PAExecRussell J. Fuller · Wyomissing, PADirectorDebora M. Covell · Wyomissing, PAExecMarlin J. Miller · Wyomissing, PADirectorDavid Wesley · Toronto, Ontario, CanadaExecKen Villazor · Toronto, Ontario, CanadaExecKevin F. Crawford · Wyomissing, PADirectorGeoff Miachika · Toronto, Ontario, CanadaExecSteven G. Pottieger · Wyomissing, PAExecSteven Himmel · New York, NYDirectorPeter Sandham · Wan Chai, Hong KongExec · DirectorFundrock Management Company S.A · HESPERANGE, LuxembourgExecMolly Hemmeter · Toronto, Ontario, CanadaDirectorKellen O'Keefe · Toronto, Ontario, CanadaDirectorIggy 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, NYDirectorRobert E. Duque-Ribeiro · San Rafael, CAExecWayne M. Wallace · Westlake, OHExecMark R. Burgett · Chicago, ILExec

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