DUNN Balanced Fund, LLC — Form D

DUNN Balanced Fund, LLC of STUART, FL, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2023-10-26. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (3)

NameRoleLocation
N/A DUNN Capital Management, LLCExecutive OfficerStuart, FL
N/A DUNN Capital Management, LLCPromoterStuart, FL
Martin BerginPromoterStuart, FL

Other filings by this issuer (2)

FiledFormOfferingSold
2025-09-24D/A$49.5M
2024-10-21D/A$47.6M

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