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SEC Form D · filed September 24, 2025

Headley Funds, LLC Tax Aware S&P500

Offering
Sold
$37.8M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
STUART, FL
Type
Pooled fund

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

People & firms on this filing (14)

Dylan Cariero · Stuart, FLExecSkyler Wichers · Stuart, FLExecAnthony Lanza · Stuart, FLExec · PromoterNeil Subin · Stuart, FLExecAnthony Lanza · Stuart, FLExec · PromoterNeil Subin · Stuart, FLExecSkyler Wichers · Stuart, FLExecDylan Cariero · Stuart, FLExecMlfam Llc · Stuart, FLExec · PromoterAnil Ranka · GANDHINAGAR, K7Exec · PromoterJay Thakkar · GANDHINAGAR, K7ExecJerry Baack · St. Louis Park, MNExecTodd Urness · St. Louis Park, MNExecMlfam Llc · Stuart, FLExec · Promoter

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