# 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 2024-05-13. $31.2M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2024-05-13
- Form: D
- Accession: 0001732553-24-000005
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $31.2M
- Minimum investment: $100K
- Investors: 110
- Date of first sale: 2005-07-01
- Security types: equity, fund interests
- SEC file number: 021-513029

## Issuer

- Name: CIS Balanced Investment Partners
- CIK: 0001732357
- Entity type: Limited Partnership
- Jurisdiction: PENNSYLVANIA
- Address: 1210 BROADCASTING ROAD Suite 200, WYOMISSING, PA, 19610
- Phone: 6103767418

## Officers, directors & promoters (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| Peter J Connors | Director | Wyomissing, PA |
| Francis Kevin Crawford | Director | Wyomissing, PA |
| Russell Jay Fuller | Director | Wyomissing, PA |
| Marlin J Miller | Director | Wyomissing, PA |
| Paul G Oxholm | Director | — |
| Robert J Cagliola | Executive Officer | Wyomissing, PA |
| Peter J Connors | Executive Officer | Wyomissing, PA |
| Debora M Covell | Executive Officer | — |
| Robert Raymond Hahn | Executive Officer | Wyomissing, PA |
| Brian G McCoy | Executive Officer | Wyomissing, PA |
| Thomas Raymond Platt | Executive Officer | Wyomissing, PA |
| Steven G Pottieger | Executive Officer | Wyomissing, PA |
| Steven Kevin Silverman | Executive Officer | Wyomissing, PA |
| Thomas Raymond Platt | Related Person | Wyomissing, PA |
| Francis Kevin Crawford | Related Person | Wyomissing, PA |
| Steven Silverman | Related Person | Reading, PA |
| Michael J Noon | Executive Officer | Wyomissing, PA |
| Lidia Raymond Zidik | Executive Officer | Wyomissing, PA |
| Robert Hahn | Related Person | r, PA |
| Marlin Milyard Miller | Director | Wyomissing, PA |
| James Milyard Connors | Director | Wyomissing, PA |
| James Milyard Connors | Executive Officer | Wyomissing, PA |
| Marlin Miller | Related Person | Reading, PA |
| Debora M. Covell | Related Person | WYOMISSING, PA |
| Peter J. Connors | Related Person | Reading, PA |

## Other filings by this issuer (6)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-07-02](https://search.stillhousedata.com/formd/0001732357-26-000001) | D | — | $32.4M |
| [2023-03-13](https://search.stillhousedata.com/formd/0001732553-23-000002) | D | — | $30.5M |
| [2022-02-14](https://search.stillhousedata.com/formd/0001732357-22-000001) | D | — | $29.6M |
| [2021-02-11](https://search.stillhousedata.com/formd/0001732357-21-000001) | D/A | — | $28.6M |
| [2020-02-13](https://search.stillhousedata.com/formd/0001732357-20-000001) | D/A | — | $26.0M |
| [2019-02-12](https://search.stillhousedata.com/formd/0001732357-19-000002) | D | — | $24.5M |

## More

- [CIK 1732357 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1732357&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001732553-24-000005.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.