Global Allocation Fund — Form D
Global Allocation Fund of SANTA MONICA, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2017-03-02. $58.0M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2017-03-02
- Form: D
- Accession: 0001699457-17-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $58.0M
- Minimum investment: $100K
- Investors: 14
- Date of first sale: 2017-02-15
- Security types: fund interests
- SEC file number: 021-281673
Issuer
- Name: Global Allocation Fund
- CIK: 0001699457
- Entity type: Corporation
- Jurisdiction: CAYMAN ISLANDS
- Address: C/O EVOLUTION CAPITAL MANAGEMENT LLC, SANTA MONICA, CA, 90404
- Phone: 3103158888
Officers, directors & promoters (2)
| Name | Role | Location |
|---|
| Richard George Chisholm | Director | Santa Monica, CA |
| Michael Lee Lerch | Director | Santa Monica, CA |
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