DUNN Balanced Fund, LLC — Form D/A
DUNN Balanced Fund, LLC of STUART, FL, a pooled investment fund, filed a Form D amendment with the SEC on 2024-10-21. $47.6M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2024-10-21
- Form: D/A
- Accession: 0001315863-24-000771
- Industry: Pooled Investment Fund
- Exemptions: 06b
- Amount sold: $47.6M
- Minimum investment: $100K
- Investors: 64
- Date of first sale: 2024-04-01
- Security types: equity, fund interests
- SEC file number: 021-495741
Issuer
- Name: DUNN Balanced Fund, LLC
- CIK: 0001996710
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2023
- Address: DUNN BUILDING, STUART, FL, 34994
- Phone: (772) 286-4777
Officers, directors & promoters (3)
| Name | Role | Location |
|---|
| N/A DUNN Capital Management, LLC | Executive Officer | Stuart, FL |
| N/A DUNN Capital Management, LLC | Promoter | Stuart, FL |
| Martin Bergin | Promoter | Stuart, FL |
Other filings by this issuer (2)
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