ROCKY MOUNTAIN WEALTH CONCEPTS HYBRID FUND, LP — Form D
ROCKY MOUNTAIN WEALTH CONCEPTS HYBRID FUND, LP of San Francisco, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2013-12-04. $35.0M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2013-12-04
- Form: D
- Accession: 0001440116-13-000005
- Industry: Pooled Investment Fund
- Exemptions: 3C, 3C.7
- Amount sold: $35.0M
- Minimum investment: $1.0M
- Investors: 19
- Date of first sale: 2008-07-01
- Security types: fund interests
- SEC file number: 021-207408
Issuer
- Name: ROCKY MOUNTAIN WEALTH CONCEPTS HYBRID FUND, LP
- CIK: 0001440116
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2008
- Address: C/O ROCKY MOUNTAIN WEALTH CONCEPTS, San Francisco, CA, 94111
- Phone: 415-738-8283
Officers, directors & promoters (11)
| Name | Role | Location |
|---|
| Coleman Andrews | Executive Officer | San Francisco, CA |
| Nate Clemensen | Executive Officer | Palo Alto, CA |
| Michael Rubenstein | Executive Officer | San Francisco, CA |
| Rocky Mountain Wealth Concepts Hybrid Fund GP, LLC | Promoter | San Francisco, CA |
| Coleman Andrews | Promoter | San Francisco, CA |
| Michael Rubenstein | Promoter | San Francisco, CA |
| Heather Mercier | Executive Officer | Salt Lake City, UT |
| Heather Mercier | Promoter | Salt Lake City, UT |
| Larry Frye | Executive Officer | San Francisco, CA |
| Tina Martinez | Executive Officer | Jackson, WY |
| Tina Martinez | Promoter | Jackson, WY |
Other filings by this issuer (4)
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