Strategic Wealth & Income Fund, LLC — Form D/A
Strategic Wealth & Income Fund, LLC of SCOTTSDALE, AZ, a pooled investment fund, filed a Form D amendment with the SEC on 2010-05-13. The offering totals $700.0M, of which $11.6M was reported sold. Industry: Other Real Estate.
Offering
- Filed: 2010-05-13
- Form: D/A
- Accession: 0001457315-10-000005
- Industry: Other Real Estate
- Exemptions: 06, 3C, 3C.5
- Total offering: $700.0M
- Amount sold: $11.6M
- Remaining: $688.4M
- Minimum investment: $25K
- Investors: 173
- Date of first sale: 2009-02-25
- Security types: equity, debt, fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-127454
Issuer
- Name: Strategic Wealth & Income Fund, LLC
- CIK: 0001457315
- Entity type: Limited Liability Company
- Jurisdiction: DE
- Incorporated: 2007
- Address: 4900 NORTH SCOTTSDALE ROAD, SUITE 5000, SCOTTSDALE, AZ, 85251
- Phone: (480) 840-8400
Officers, directors & promoters (12)
| Name | Role | Location |
|---|
| Shane Albers | Director | Scottsdale, AZ |
| Will Meris | Director | Scottsdale, AZ |
| Shane Albers | Executive Officer | Scottsdale, AZ |
| Steven Darak | Executive Officer | Scottsdale, AZ |
| Terri Guske | Executive Officer | Scottsdale, AZ |
| Ann McCartney | Executive Officer | Scottsdale, AZ |
| Will Meris | Executive Officer | Scottsdale, AZ |
| Brian Peterson | Executive Officer | Dover, DE |
| SWI Management, LLC SWI Management, LLC | Promoter | Scottsdale, AZ |
| Fawn Medesha | Executive Officer | Scottsdale, AZ |
| Sharon Jutila | Executive Officer | Scottsdale, AZ |
| Jerome Joseph | Executive Officer | Scottsdale, AZ |
Other filings by this issuer (3)
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