Headley Funds, LLC Tax Aware S&P500 — Form D

Headley Funds, LLC Tax Aware S&P500 of STUART, FL, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2025-09-24. $37.8M was reported sold. Industry: Pooled Investment Fund.

Offering

• Filed: 2025-09-24
• Form: D
• Accession: 0002085839-25-000001
• Industry: Pooled Investment Fund
• Exemptions: 06b, 3C, 3C.1
• Amount sold: $37.8M
• Investors: 44
• Date of first sale: 2025-08-06
• Security types: equity, fund interests
• SEC file number: 021-558565

Issuer

• Name: Headley Funds, LLC Tax Aware S&P500
• CIK: 0002085839
• Entity type: Other
• Jurisdiction: DELAWARE
• Incorporated: 2025
• Address: 2336 SE OCEAN BLVD, 400, STUART, FL, 34996
• Phone: 561-612-4642

Officers, directors & promoters (7)

More

• CIK 2085839 on SEC EDGAR (source of record)
• This page as markdown (for LLM agents)
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