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 2025-05-21. $24.4M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-05-21
- Form: D/A
- Accession: 0001559278-25-000005
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $24.4M
- Minimum investment: $500K
- Investors: 40
- Date of first sale: 2012-01-01
- Security types: fund interests
- SEC file number: 021-184795
Issuer
- Name: Integris Foundation Partners, LLC
- CIK: 0001559278
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2011
- Address: C/O INTEGRIS,LLC, 772 KINGS HIGHWAY WEST, SOUTHPORT, CT, 06890
- Phone: 203-635-0820
Officers, directors & promoters (13)
| Name | Role | Location |
|---|
| - J CoastEdge Partners LLC | Executive Officer | San Diego, CA |
| Richard J Effress | Executive Officer | La Jolla, CA |
| Alex J Ponchak | Executive Officer | San Diego, CA |
| Steven J Simpson | Executive Officer | San Diego, CA |
| Richard J Effress | Promoter | La Jolla, CA |
| Steven J Simpson | Promoter | San Diego, CA |
| Steven Simpson | Related Person | San Diego, CA |
| Alex Ponchak | Related Person | San Diego, CA |
| Richard Effress | Executive Officer | Southport, CT |
| David Eigen | Executive Officer | Southport, CT |
| William Kullback | Executive Officer | LA JOLLA, CA |
| Richard J. Effress | Related Person | San Diego, CA |
| Theodore Tu | Executive Officer | Southport, CT |
Other filings by this issuer (11)
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