# Rodman Bethlehem Portfolio Investors, L.P. — Form D

Rodman Bethlehem Portfolio Investors, L.P. of WYNNEWOOD, PA, a company, filed a Form D exempt-offering notice with the SEC on 2024-03-22. The offering totals $20.9M, of which $20.9M was reported sold. Industry: Investing.

## Offering

- Filed: 2024-03-22
- Form: D
- Accession: 0002016603-24-000001
- Industry: Investing
- Exemptions: 06b, 3C, 3C.1, 3C.5
- Total offering: $20.9M
- Amount sold: $20.9M
- Investors: 120
- Date of first sale: 2024-01-25
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-508443

## Issuer

- Name: Rodman Bethlehem Portfolio Investors, L.P.
- CIK: 0002016603
- Entity type: Limited Partnership
- Jurisdiction: PENNSYLVANIA
- Incorporated: 2023
- Address: 308 E. LANCASTER AVENUE, SUITE 235, WYNNEWOOD, PA, 19096
- Phone: 484-708-5100

## Officers, directors & promoters (13)

| Name | Role | Location |
| --- | --- | --- |
| Rodman Bethlehem Portfolio Investors GP, LLC . | Director | Wynnewood, PA |
| Rodman Bethlehem Portfolio Investors GP, LLC . | Executive Officer | Wynnewood, PA |
| Michael M Beer | Executive Officer | Wynnewood, PA |
| Jonathan M Chattley | Executive Officer | Wynnewood, PA |
| Samuel Michael Cohen | Executive Officer | Wynnewood, PA |
| Annie M Duggan | Executive Officer | Wynnewood, PA |
| Jackie M Kelly | Executive Officer | Wynnewood, PA |
| Eric M Meese | Executive Officer | Wynnewood, PA |
| Paul M Mizak | Executive Officer | Wynnewood, PA |
| Megan M Muller | Executive Officer | Wynnewood, PA |
| Heidi M Schannauer | Executive Officer | Wynnewood, PA |
| Wendy M Stabulis | Executive Officer | Wynnewood, PA |
| Lorinda M Willner | Executive Officer | Wynnewood, PA |

## More

- [CIK 2016603 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2016603&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002016603-24-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.