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SEC Form D · Amendment · filed March 5, 2015

LITMAN GREGORY MULTI MANAGER BALANCED FUND LP

Offering
—
Sold
$68.5M
Exemption
Rule 506(b)
Industry
Pooled Investment Fund
Location
ORINDA, CA
Type
Pooled fund

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

People & firms on this filing (12)

Stephen C. Savage · Orinda, CAExecChristopher C. Wheaton · Orinda, CAExecChas C. Burkhart · Orinda, CAExecCraig A. Litman · Larkspur, CAExecKenneth E. Gregory · Orinda, CAExecLitman Gregory Asset Management, Llc · Orinda, CAExecMark Allen · Goleta, CAExecEugene F. Reilly · Denver, COExecLori A. Palazzolo · Denver, COExecThomas S. Olinger · San Francisco, CAExecJason A. Alderman · New York, NYExecLitman Gregory Asset Management, Llc · Orinda, CAExec

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