Concentric Short Duration Bond Fund, LP — Form D
Concentric Short Duration Bond Fund, LP of LAKE OSWEGO, OR, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2016-03-31. Industry: Pooled Investment Fund.
Offering
- Filed: 2016-03-31
- Form: D
- Accession: 0001667713-16-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Minimum investment: $500K
- Security types: fund interests
- SEC file number: 021-260351
Issuer
- Name: Concentric Short Duration Bond Fund, LP
- CIK: 0001667713
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2015
- Address: 16679 BOONES FERRY ROAD, LAKE OSWEGO, OR, 97035
- Phone: (503) 635-9198
Officers, directors & promoters (3)
| Name | Role | Location |
|---|
| Paul P Ortner, IV | Executive Officer | Lake Oswego, OR |
| N/A P Concentric Wealth Advisors | Promoter | Lake Oswego, OR |
| Paul P Ortner, IV | Promoter | Lake Oswego, OR |
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