CIS Balanced Investment Partners II of WYOMISSING, PA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2026-06-18. $10.4M was reported sold. Industry: Pooled Investment Fund.
Showing 25 of 30 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 |
| Kevin Francis Crawford | Related Person | Wyomissing, PA |
| Russell Jay Fuller | Related Person | Wyomissing, PA |
| Robert Hahn | Related Person | r, PA |
| Brian G McCoy | Related Person | Wyomissing, PA |
| Marlin Miller | 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 |
| Marlin J Miller | Director | Wyomissing, PA |
| Russell Jay Fuller | Director | Wyomissing, PA |
| Peter J Connors | Director | Wyomissing, PA |
| Peter J Connors | Executive Officer | Wyomissing, PA |
| Steven Francis Silverman | Executive Officer | Wyomissing, PA |
| Kevin Francis Crawford | Director | Wyomissing, PA |
| Robert Raymond Hahn | Executive Officer | Wyomissing, PA |
| Brian G McCoy | Executive Officer | Wyomissing, PA |
| Steven J Pottieger | Executive Officer | Wyomissing, PA |
| Michael J Noon | Executive Officer | Wyomissing, PA |
| Lidia Raymond Zidik | Executive Officer | Wyomissing, PA |
| Filed | Form | Offering | Sold |
|---|---|---|---|
| 2024-05-10 | D | — | $10.4M |
| 2023-03-13 | D | — | $10.0M |
| 2022-02-14 | D | — | $8.8M |
| 2021-02-11 | D/A | — | $8.2M |
| 2020-02-13 | D/A | — | $7.0M |
| 2019-02-12 | D | — | $4.6M |