Strategic Wealth & Income Fund, LLC

Amendment
CIK: 0001457315·Other Real Estate·DELAWARE·Filed: Oct 5, 2009
Total Offering

$700,000,000

Amount Sold

$8,402,658

Investors

117

First Sale

Feb 25, 2009

Offering Details

Type
Equity, Debt, Pooled Investment Fund
Exemptions
Rule 506, Section 3(c), Section 3(c)(5)
Entity Type
Limited Liability Company
Year Incorporated
2007
Non-Accredited Investors
No

Related Persons

NameRole
SWI Management, LLC SWI Management, LLC
Shane Albers
Will Meris
Steven Darak
Ann McCartney
Brian Peterson
Terri Guske

Company

Strategic Wealth & Income Fund, LLC

4900 NORTH SCOTTSDALE ROAD, SUITE 5000

SCOTTSDALE, AZ, 85251

(480) 840-8400

SEC Filing

0001457315-09-000002

View on SEC EDGAR

Want deeper insights?

Sign up for free to search all filings, track companies, and set up alerts.

Sign Up Free
Strategic Wealth & Income Fund, LLC Form D Filing — $700,000,000 | FilingFlow