Integris Foundation Partners, LLC — Form D/A

Integris Foundation Partners, LLC of SOUTHPORT, CT, a pooled investment fund, filed a Form D amendment with the SEC on 2023-03-20. $22.5M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (13)

NameRoleLocation
Alex J PonchakExecutive OfficerSan Diego, CA
- J CoastEdge Partners LLCExecutive OfficerSan Diego, CA
Steven J SimpsonExecutive OfficerSan Diego, CA
Steven J SimpsonPromoterSan Diego, CA
Steven SimpsonRelated PersonSan Diego, CA
Alex PonchakRelated PersonSan Diego, CA
Richard EffressExecutive OfficerSouthport, CT
David EigenExecutive OfficerSouthport, CT
Richard J EffressExecutive OfficerLa Jolla, CA
Richard J EffressPromoterLa Jolla, CA
William KullbackExecutive OfficerLA JOLLA, CA
Richard J. EffressRelated PersonSan Diego, CA
Theodore TuExecutive OfficerSouthport, CT

Other filings by this issuer (11)

FiledFormOfferingSold
2026-05-21D/A$27.0M
2025-05-21D/A$24.4M
2025-03-19D/A$24.4M
2024-03-19D/A$23.5M
2018-05-07D/A$16.9M
2017-05-04D/A$16.9M
2016-05-10D/A$16.9M
2015-05-11D/A$16.2M
2014-09-19D/A$16.2M
2013-10-21D/A$16.2M
2012-09-28D$13.6M

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