Ledger.Open graph →
SEC Form D · filed March 4, 2025

Strategic Global Balanced Trust

Offering
Sold
$76.9M
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 (6)

Kenneth Grossfield · Arlington, VAExecNicole Kraus · Arlington, VAExecMarty Reed · Mills, WYExecSteven H. Minnich · Newport, WAExecJoanne Lang · WEST CHESTER, PAExecBobby T. Helmedag · Minneapolis, MNExec

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