CIS Balanced Investment Partners II — Form D

CIS Balanced Investment Partners II of WYOMISSING, PA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2019-02-12. $4.6M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (30)

Showing 25 of 30 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
Marlin J MillerDirectorWyomissing, PA
Russell Jay FullerDirectorWyomissing, PA
Russell Jay FullerRelated PersonWyomissing, PA
Peter J ConnorsDirectorWyomissing, PA
Peter J ConnorsExecutive OfficerWyomissing, PA
Steven Francis SilvermanExecutive OfficerWyomissing, PA
Kevin Francis CrawfordDirectorWyomissing, PA
Kevin Francis CrawfordRelated PersonWyomissing, PA
Robert Raymond HahnExecutive OfficerWyomissing, PA
Brian G McCoyExecutive OfficerWyomissing, PA
Brian G McCoyRelated PersonWyomissing, PA
Steven J PottiegerExecutive 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

Other filings by this issuer (6)

FiledFormOfferingSold
2026-06-18D$10.4M
2024-05-10D$10.4M
2023-03-13D$10.0M
2022-02-14D$8.8M
2021-02-11D/A$8.2M
2020-02-13D/A$7.0M

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