# 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)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-01-07](https://search.stillhousedata.com/formd/0001437749-26-000749) | D/A | — | $68.7M |
| [2024-10-22](https://search.stillhousedata.com/formd/0001437749-24-031782) | D/A | — | $68.7M |
| [2024-01-04](https://search.stillhousedata.com/formd/0001437749-24-000611) | D/A | — | $68.7M |
| [2023-01-05](https://search.stillhousedata.com/formd/0001840535-23-000001) | D/A | — | $68.7M |
| [2022-01-11](https://search.stillhousedata.com/formd/0001840535-22-000001) | D/A | — | $68.7M |
| [2021-01-26](https://search.stillhousedata.com/formd/0001840535-21-000001) | D | — | $5.8M |

## More

- [CIK 1840535 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1840535&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001437749-25-001484.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.