FormDSignal
60

Headley Funds, LLC Tax Aware S&P500 files an open-ended other fund fund

New fund · Other fund · Open-ended · STUART, FL · Form D filed 2025-09-24 · all Headley vehicles
First filing by this entity

How this compares

  • Across 240 other fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 4 months.
  • No earlier fund launch by this sponsor appears on EDGAR.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Raise progress

FiledFormSoldInvestorsChange
2025-09-24D$37.8M44
2026-09-21D/A$45.8M44+$8M

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.

Headley on EDGAR

Earlier and related filings by the same issuer and sponsor. All Headley vehicles →

People on the filing

Neil SubinExecutive Officer
Anthony LanzaExecutive Officer, Promoter
N/A MLFAM LLCExecutive Officer, Promoter
Dylan CarieroExecutive Officer
Skyler WichersExecutive 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 Anthony Lanza, Vice President of Manager of Issuer.

Why now — by persona

Relevant to: Fund administrator, Fund audit & tax.

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans.