Berkshire Hedged Equity SEG 2021-1, LLC — Form D/A
Berkshire Hedged Equity SEG 2021-1, LLC of Carmel, IN, a pooled investment fund, filed a Form D amendment with the SEC on 2025-01-21. $68.7M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-01-21
- Form: D/A
- Accession: 0001437749-25-001484
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $68.7M
- Investors: 110
- Date of first sale: 2021-01-20
- Security types: equity, fund interests
- SEC file number: 021-387300
Issuer
- Name: Berkshire Hedged Equity SEG 2021-1, LLC
- CIK: 0001840535
- Entity type: Limited Liability Company
- Jurisdiction: INDIANA
- Incorporated: 2020
- Address: 11711 North Meridian Street, Carmel, IN, 46032
- Phone: 317-805-5084
Officers, directors & promoters (16)
| Name | Role | Location |
|---|
| n/a Oxford Financial Group, Ltd. LLC | Director | Carmel, IN |
| Kristina R Baron | Executive Officer | — |
| Brian D Copsey | Executive Officer | — |
| Robert Bo D Ramsey III | Executive Officer | Carmel, IN |
| Jeffrey H Thomasson | Executive Officer | Carmel, IN |
| n/a Oxford Financial Group, Ltd. LLC | Promoter | Carmel, IN |
| Robert Bo D Ramsey IIII | Executive Officer | Carmel, IN |
| n/a Oxford Financial Group, Ltd. | Director | Carmel, IN |
| Lisa E Walker | Director | Carmel, IN |
| Lisa E Walker | Executive Officer | Carmel, IN |
| CATHERINE E FARLEY | Director | SOUTHFIELD, MI |
| CATHERINE E FARLEY | Executive Officer | SOUTHFIELD, MI |
| Robert """Bo"" D." Ramsey III | Executive Officer | Carmel, IN |
| Jeffrey H. Thomasson | Executive Officer | Carmel, IN |
| Brian D. Copsey | Executive Officer | Carmel, IN |
| Kristina R. Baron | Executive Officer | Carmel, IN |
Other filings by this issuer (6)
More