What amount sold does PLATINUM U S TAX EXEMPT FUND report in Form D filings?

The latest linked filings report $62.4M sold across 1 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was PLATINUM U S TAX EXEMPT FUND's most recent SEC filing?

PLATINUM U S TAX EXEMPT FUND's most recent Form D filing was on 2016-11-10.

How many investors does PLATINUM U S TAX EXEMPT FUND have?

The most recent Form D filing lists 24 investor(s).

PLATINUM U S TAX EXEMPT FUND

CIK: 0001349963·Pooled Investment Fund·HAMILTON, D0·Other

Reported Sold

$62,439,000

Total Filings

Identified Offerings

Last Filed

Nov 10, 2016

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Nov 10, 2016Form D/A — Amendment

Reported sold: $62,439,000 · Target: Indefinite

Rule 506(b)·24 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Sales commissions

Oct 30, 2015Form D/A — Amendment

Reported sold: $73,064,000 · Target: Indefinite

Rule 506(b)·32 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Sales commissions

Oct 30, 2014Form D/A — Amendment

Reported sold: $81,226,000 · Target: Indefinite

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Sales commissions

Oct 2, 2013Form D/A — Amendment

Reported sold: $73,028,000 · Target: Indefinite

Rule 506(b)·30 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Sales commissions, Exemptions

Nov 7, 2012Form D/A — Amendment

Reported sold: $64,727,000 · Target: Indefinite

Rule 506·32 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Sales commissions

Oct 26, 2011Form D/A — Amendment

Reported sold: $59,875,000 · Target: Indefinite

Rule 506·32 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Sales commissions

Nov 3, 2010Form D/A — Amendment

Reported sold: $15,556,000 · Target: Indefinite

Rule 506·29 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors, Sales commissions

Sep 30, 2010Form D — New notice

Reported sold: $14,571,130 · Target: Indefinite

Rule 506·28 investors·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

$573,597

Amendment Rate

88%

Latest reported sold across 1 identified offering

$62,439,000

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Optima Fund Management Limited Partnership

Related Person

Appears on 4 filings

Optima Fund Management Limited Partnership

Related Person

Appears on 3 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Nov 10, 2016	Amendment	Indefinite	$62,439,000	24
Oct 30, 2015	Amendment	Indefinite	$73,064,000	32
Oct 30, 2014	Amendment	Indefinite	$81,226,000	31
Oct 2, 2013	Amendment	Indefinite	$73,028,000	30
Nov 7, 2012	Amendment	Indefinite	$64,727,000	32
Oct 26, 2011	Amendment	Indefinite	$59,875,000	32
Nov 3, 2010	Amendment	Indefinite	$15,556,000	29
Sep 30, 2010	New	Indefinite	$14,571,130	28

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Maple Leaf Fund Ltd.

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 21, 2026