Exeter Partnership 2024, LLC — Form D

Exeter Partnership 2024, LLC of Carmel, IN, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-06-05. The offering totals $200.0M, of which $20.3M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (7)

NameRoleLocation
CATHERINE E FARLEYExecutive OfficerSOUTHFIELD, MI
Robert Bo D Ramsey IIIExecutive OfficerCarmel, IN
n/a Oxford Financial Group, Ltd. LLCDirectorCarmel, IN
n/a Oxford Financial Group, Ltd. LLCPromoterCarmel, IN
Jeffrey H ThomassonExecutive OfficerCarmel, IN
Kristina R BaronExecutive Officer
Brian D CopseyExecutive Officer

Other filings by this issuer (3)

FiledFormOfferingSold
2025-11-24D/A$200.0M$133.6M
2024-12-05D/A$200.0M$119.6M
2024-08-07D/A$200.0M$100.3M

More