What amount sold does Headley Funds, LLC Tax Aware S&P500 report in Form D filings?

The latest linked filings report $45.8M 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 Headley Funds, LLC Tax Aware S&P500's most recent SEC filing?

Headley Funds, LLC Tax Aware S&P500's most recent Form D filing was on 2026-09-21.

How many investors does Headley Funds, LLC Tax Aware S&P500 have?

The most recent Form D filing lists 44 investor(s).

What type of securities does Headley Funds, LLC Tax Aware S&P500 offer?

Headley Funds, LLC Tax Aware S&P500's SEC Form D filings indicate equity offerings.

Headley Funds, LLC Tax Aware S&P500

CIK: 0002085839·Pooled Investment Fund·STUART, FL·Other·Founded 2025

Reported Sold

$45,800,000

Total Filings

Identified Offerings

Last Filed

Sep 21, 2026

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

Sep 21, 2026Form D/A — Amendment

Reported sold: $45,800,000 · Target: Indefinite

Rule 506(b)·44 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Sep 24, 2025Form D — New notice

Reported sold: $37,800,000 · Target: Indefinite

Rule 506(b)·44 investors·Section 3(c), Section 3(c)(1)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

50%

Latest reported sold across 1 identified offering

$45,800,000

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

MLFAM LLC

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Sep 21, 2026	Amendment	Indefinite	$45,800,000	44
Sep 24, 2025	New	Indefinite	$37,800,000	44

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.

Pantheon Credit Fund III, LLC

Pooled Investment Fund

Offering target: $50,000,000

Filed Nov 5, 2026