Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Sold rose from $260.6M to $284.7M (+$24.1M, +34 investors) in 345 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2024-10-01 | D/A | $252.9M | 288 | |
| 2024-11-26 | D/A | $260.6M | 292 | +$7.7M |
| 2025-11-06 | D/A | $284.7M | 326 | +$24.1M |
| 2026-10-13 | D/A | $298M | 335 | +$13.2M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Earlier and related filings by the same issuer and sponsor. All Berkshire Long Short vehicles →
Sold rose to $NaN (+$13.2M, +9 investors) in 341 days since the previous filing.
| Brian D. Copsey | Executive Officer |
| n/a Oxford Financial Group, Ltd. LLC | Director, Promoter |
| Jeffrey H. Thomasson | Executive Officer |
| Kristina R. Baron | Executive Officer |
| Robert """Bo"" D." Ramsey III | Executive Officer |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Brian D. Copsey, Chief Financial Officer of the Manager.
Relevant to: Fund audit & tax, Fund administrator, Placement agent / capital introduction, Custodian / prime broker.
The issuer's phone number and address from the filing are shown to subscribers. See plans.
