0001649753-15-000001.txt : 20150731
0001649753-15-000001.hdr.sgml : 20150731
20150731171514
ACCESSION NUMBER: 0001649753-15-000001
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: 20150731
DATE AS OF CHANGE: 20150731
EFFECTIVENESS DATE: 20150731
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Aequitas Private Client Fund, LLC
CENTRAL INDEX KEY: 0001649753
IRS NUMBER: 474599861
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-244921
FILM NUMBER: 151020151
BUSINESS ADDRESS:
STREET 1: 5300 MEADOWS ROAD
STREET 2: SUITE 400
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97035
BUSINESS PHONE: 503-419-3500
MAIL ADDRESS:
STREET 1: 5300 MEADOWS ROAD
STREET 2: SUITE 400
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97035
D
1
primary_doc.xml
X0707
D
LIVE
0001649753
Aequitas Private Client Fund, LLC
5300 MEADOWS ROAD
SUITE 400
LAKE OSWEGO
OR
OREGON
97035
503-419-3500
DELAWARE
None
None
Limited Liability Company
true
2015
Aequitas Investment Management, LLC
Aequitas Investment Management, LLC
5300 Meadows Road
Suite 400
Lake Oswego
OR
OREGON
97035
Executive Officer
Manager
Robert
J.
Jesenik
5300 Meadows Road
Suite 400
Lake Oswego
OR
OREGON
97035
Executive Officer
President and Chief Executive Officer of Manager
N.
Scott
Gillis
5300 Meadows Road
Suite 400
Lake Oswego
OR
OREGON
97035
Executive Officer
Executive Vice President and Chief Operating Officer of Manager
Robert
R.
Holmen
5300 Meadows Road
Suite 400
Lake Oswego
OR
OREGON
97035
Executive Officer
Secretary of Manager
Pooled Investment Fund
Other Investment Fund
false
Decline to Disclose
- 06b
- 3C
- 3C.1
false
true
true
true
true
false
1000000
150000000
0
150000000
The minimum investment may be waived by the Manager in its sole discretion.
false
0
0
0
0
Estimated annual management fee is based on 2% of the aggregate amount of the fixed yield secured promissory notes and the
enhanced yield secured promissory notes.
false
Aequitas Private Client Fund, LLC
Robert R. Holmen
Robert R. Holmen
Secretary of Manager
2015-07-30