Benson Tax Advantaged Investors, LLC

CIK: 0001516890·Pooled Investment Fund·SAN FRANCISCO, CA·Limited Liability Company

Reported Sold

$26,685,116

Total Filings

9

Identified Offerings

1

Last Filed

Mar 27, 2020

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 1 unlinked amendment excluded.

About

Company in Pooled Investment Fund industry

Filing History

Amendment insights

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Comparable issuers

Company Info

Entity Type: Limited Liability Company

View on SEC EDGAR

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Offering filing timeline

Mar 27, 2020Form D/A — Amendment

Reported sold: $26,685,116 · Target: Indefinite

No verified predecessor available.

Rule 506(b)·8 investors·Section 3(c), Section 3(c)(1)

Mar 29, 2018Form D/A — Amendment

Reported sold: $26,685,116 · Target: Indefinite

Rule 506(b)·8 investors·Section 3(c), Section 3(c)(1)

Mar 29, 2017Form D/A — Amendment

Reported sold: $26,685,116 · Target: Indefinite

Rule 506(b)·8 investors·Section 3(c), Section 3(c)(1)

Jan 6, 2015Form D/A — Amendment

Reported sold: $26,685,116 · Target: Indefinite

Rule 506(b)·8 investors·Section 3(c), Section 3(c)(1)

May 22, 2014Form D/A — Amendment

Reported sold: $26,685,116 · Target: Indefinite

Rule 506(b)·8 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors, Exemptions

May 24, 2013Form D/A — Amendment

Reported sold: $22,476,313 · Target: Indefinite

Rule 506·9 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

May 25, 2012Form D/A — Amendment

Reported sold: $21,179,987 · Target: Indefinite

Rule 506·9 investors·Section 3(c), Section 3(c)(1)

Mar 29, 2011Form D — New notice

Reported sold: $21,179,987 · Target: Indefinite

Rule 506·9 investors

Mar 29, 2011Form D/A — Amendment

Reported sold: $21,179,987 · Target: Indefinite

Rule 506·9 investors·Section 3(c), Section 3(c)(1)

Changed: Reported revenue range, Exemptions

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

8

Revenue Range

$5,000,001 - $25,000,000

Reported commissions across identified offerings

$0

Amendment Rate

89%

Latest reported sold across 1 identified offering

$26,685,116

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

1 unlinked amendment excluded.

Key People

IW

Incorporated Wells Capital Management

Related Person

Appears on 6 filings

JF

Related Person

Appears on 6 filings

KD

Kirk D. Hartman

Related Person

Appears on 6 filings

JD

J. David Germany

Related Person

Appears on 5 filings

KL

Karen L. Norton

Related Person

Appears on 5 filings

AA

Related Person

Appears on 5 filings

SC

Related Person

Appears on 3 filings

SC

Sallie C. Squire

Related Person

Appears on 3 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Mar 27, 2020	Amendment	Indefinite	$26,685,116	8
Mar 29, 2018	Amendment	Indefinite	$26,685,116	8
Mar 29, 2017	Amendment	Indefinite	$26,685,116	8
Jan 6, 2015	Amendment	Indefinite	$26,685,116	8
May 22, 2014	Amendment	Indefinite	$26,685,116	8
May 24, 2013	Amendment	Indefinite	$22,476,313	9
May 25, 2012	Amendment	Indefinite	$21,179,987	9
Mar 29, 2011	Amendment	Indefinite	$21,179,987	9
Mar 29, 2011	New	Indefinite	$21,179,987	9