Berkshire Hedged Equity SEG 2021-1, LLC — Form D

Berkshire Hedged Equity SEG 2021-1, LLC of Carmel, IN, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2021-01-26. $5.8M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (16)

NameRoleLocation
Lisa E WalkerDirectorCarmel, IN
Lisa E WalkerExecutive OfficerCarmel, IN
Robert Bo D Ramsey IIIExecutive OfficerCarmel, IN
n/a Oxford Financial Group, Ltd. LLCDirectorCarmel, IN
n/a Oxford Financial Group, Ltd. LLCPromoterCarmel, IN
Robert Bo D Ramsey IIIIExecutive OfficerCarmel, IN
n/a Oxford Financial Group, Ltd.DirectorCarmel, IN
Jeffrey H ThomassonExecutive OfficerCarmel, IN
CATHERINE E FARLEYDirectorSOUTHFIELD, MI
CATHERINE E FARLEYExecutive OfficerSOUTHFIELD, MI
Kristina R BaronExecutive Officer
Brian D CopseyExecutive Officer
Robert """Bo"" D." Ramsey IIIExecutive OfficerCarmel, IN
Jeffrey H. ThomassonExecutive OfficerCarmel, IN
Brian D. CopseyExecutive OfficerCarmel, IN
Kristina R. BaronExecutive OfficerCarmel, IN

Other filings by this issuer (6)

FiledFormOfferingSold
2026-01-07D/A$68.7M
2025-01-21D/A$68.7M
2024-10-22D/A$68.7M
2024-01-04D/A$68.7M
2023-01-05D/A$68.7M
2022-01-11D/A$68.7M

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