Form D · Other Investment Fund

PRECIOUS METALS ALLOCATION FUND, LP

Madison, WI · CIK 0001858658

Offering snapshot reported Aug 25, 2023 · SEC filing

Reported sold
$2.62M
Indefinite offering
Investors reported
26
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 9, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.31M$2.62MJun 4, 2021Jul 22, 2022: $2,267,000.00Jul 22, 2022Aug 25, 2023: $2,617,000.00Aug 25, 2023

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 26
  • Minimum accepted$50,000 → $25,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 25, 2023Amendment$2,617,000No comparison26SEC filing
Jul 22, 2022Amendment$2,267,000No comparison26SEC filing
Jun 4, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-401781
The amounts sold and the number of purchasers do not take redemptions and/or withdrawals into consideration.

Source: Form D, filed Aug 25, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Eric A Heiting Executive
Llc Pmmsf Partners, Executive
Jeffrey J Randolph Executive
Eric Snyder Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8000 Excelsior Drive, Ste 301
Madison, WI, 53717