CIS Balanced Investment Partners — Form D

CIS Balanced Investment Partners of WYOMISSING, PA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2019-02-12. $24.5M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (31)

Showing 25 of 31 people.

NameRoleLocation
James Milyard ConnorsDirectorWyomissing, PA
Marlin Milyard MillerDirectorWyomissing, PA
James Milyard ConnorsExecutive OfficerWyomissing, PA
Thomas Raymond PlattExecutive OfficerWyomissing, PA
Thomas Raymond PlattRelated PersonWyomissing, PA
Robert J CagliolaExecutive OfficerWyomissing, PA
Steven Kevin SilvermanExecutive OfficerWyomissing, PA
Marlin J MillerDirectorWyomissing, PA
Russell Jay FullerDirectorWyomissing, PA
Francis Kevin CrawfordDirectorWyomissing, PA
Francis Kevin CrawfordRelated PersonWyomissing, PA
Peter J ConnorsDirectorWyomissing, PA
Peter J ConnorsExecutive OfficerWyomissing, PA
Steven G PottiegerExecutive OfficerWyomissing, PA
Robert Raymond HahnExecutive OfficerWyomissing, PA
Brian G McCoyExecutive OfficerWyomissing, PA
Steven SilvermanRelated PersonReading, PA
Michael J NoonExecutive OfficerWyomissing, PA
Lidia Raymond ZidikExecutive OfficerWyomissing, PA
Robert HahnRelated Personr, PA
Marlin MillerRelated PersonReading, PA
Paul G OxholmDirector
Debora M CovellExecutive Officer
Debora M. CovellRelated PersonWYOMISSING, PA
Peter J. ConnorsRelated PersonReading, PA

Other filings by this issuer (6)

FiledFormOfferingSold
2026-07-02D$32.4M
2024-05-13D$31.2M
2023-03-13D$30.5M
2022-02-14D$29.6M
2021-02-11D/A$28.6M
2020-02-13D/A$26.0M

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