CIS Balanced Investment Partners of WYOMISSING, PA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2026-07-02. $32.4M was reported sold. Industry: Pooled Investment Fund.
Showing 25 of 31 people.
| Name | Role | Location |
|---|---|---|
| Robert J. Cagliola | Related Person | Wyomissing, PA |
| Peter J. Connors | Related Person | Reading, PA |
| Debora M. Covell | Related Person | WYOMISSING, PA |
| Francis Kevin Crawford | Related Person | Wyomissing, PA |
| Robert Hahn | Related Person | r, PA |
| Ryan McCallum | Related Person | Reading, PA |
| Brian G. McCoy | Related Person | Wyomissing, PA |
| Marlin Miller | Related Person | Reading, PA |
| Joni Naugle | Related Person | Reading, PA |
| Paul G. Oxholm | Related Person | Wyomissing, PA |
| Thomas Raymond Platt | Related Person | Wyomissing, PA |
| Steven Pottieger | Related Person | Wyomissing, PA |
| Steven Silverman | Related Person | Reading, PA |
| Thomas Raymond Platt | Executive Officer | Wyomissing, PA |
| Robert J Cagliola | Executive Officer | Wyomissing, PA |
| Steven Kevin Silverman | Executive Officer | Wyomissing, PA |
| Marlin J Miller | Director | Wyomissing, PA |
| Russell Jay Fuller | Director | Wyomissing, PA |
| Francis Kevin Crawford | Director | Wyomissing, PA |
| Peter J Connors | Director | Wyomissing, PA |
| Peter J Connors | Executive Officer | Wyomissing, PA |
| Steven G Pottieger | Executive Officer | Wyomissing, PA |
| Robert Raymond Hahn | Executive Officer | Wyomissing, PA |
| Brian G McCoy | Executive Officer | Wyomissing, PA |
| Michael J Noon | Executive Officer | Wyomissing, PA |
| Filed | Form | Offering | Sold |
|---|---|---|---|
| 2024-05-13 | D | — | $31.2M |
| 2023-03-13 | D | — | $30.5M |
| 2022-02-14 | D | — | $29.6M |
| 2021-02-11 | D/A | — | $28.6M |
| 2020-02-13 | D/A | — | $26.0M |
| 2019-02-12 | D | — | $24.5M |