0001608801-14-000002.txt : 20140617
0001608801-14-000002.hdr.sgml : 20140617
20140617142239
ACCESSION NUMBER: 0001608801-14-000002
CONFORMED SUBMISSION TYPE: D
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(1)
FILED AS OF DATE: 20140617
DATE AS OF CHANGE: 20140617
EFFECTIVENESS DATE: 20140617
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HERTER INVESTMENTS LLC VALUE OPPORTUNITY FUND
CENTRAL INDEX KEY: 0001608801
IRS NUMBER: 465048551
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-219337
FILM NUMBER: 14925015
BUSINESS ADDRESS:
STREET 1: 154 W. PARK AVENUE, #751
CITY: ELMHURST
STATE: IL
ZIP: 60126
BUSINESS PHONE: 7736159043
MAIL ADDRESS:
STREET 1: 154 W. PARK AVENUE, #751
CITY: ELMHURST
STATE: IL
ZIP: 60126
D
1
primary_doc.xml
X0707
D
LIVE
0001608801
HERTER INVESTMENTS LLC VALUE OPPORTUNITY FUND
154 W. PARK AVENUE, #751
ELMHURST
IL
ILLINOIS
60126
7736159043
DELAWARE
None
None
Limited Liability Company
true
2014
Jeffrey
Herter
154 W Park Ave #751
Elmhurst
IL
ILLINOIS
60126
Executive Officer
Jeffrey Herter is the manager of Herter Capital Management LLC. Herter Capital Management LLC is the manager of the Issuer
Pooled Investment Fund
Hedge Fund
false
$1 - $5,000,000
- 06b
- 3C
- 3C.1
false
2014-06-02
true
true
false
20000
25000000
235000
24765000
false
3
0
0
75000
true
Manager receives a 1% Management Fee of amounts invested in the fund and a 20% performance fee on increases in value over the fund's two year high water mark. Projected first year investment is $3,000,000, and first year return is projected to be 10%.
false
HERTER INVESTMENTS LLC VALUE OPPORTUNITY FUND
Jeffrey J. Herter
Jeffrey J. Herter
Manager of Herter Capital Management LLC, Manager of Issuer
2014-06-17