0001897540-22-000001.txt : 20220203 0001897540-22-000001.hdr.sgml : 20220203 20220203161308 ACCESSION NUMBER: 0001897540-22-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AOG Institutional Diversified Fund CENTRAL INDEX KEY: 0001897540 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-432209 FILM NUMBER: 22588420 BUSINESS ADDRESS: STREET 1: 11911 FREEDOM DRIVE STREET 2: SUITE 730 CITY: RESTON STATE: VA ZIP: 20190-5672 BUSINESS PHONE: 703-757-8020 MAIL ADDRESS: STREET 1: 11911 FREEDOM DRIVE STREET 2: SUITE 730 CITY: RESTON STATE: VA ZIP: 20190-5672 D 1 primary_doc.xml X0708 D LIVE 0001897540 AOG Institutional Diversified Fund 11911 FREEDOM DRIVE SUITE 730 RESTON VA VIRGINIA 20190-5672 703-757-8020 DELAWARE None None Other Delaware Statutory Trust true 2021 Frederick Baerenz 11911 FREEDOM DRIVE SUITE 730 Reston VA VIRGINIA 20190-5672 Executive Officer President and CEO Michelle Whitlock 11911 FREEDOM DRIVE SUITE 730 Reston VA VIRGINIA 20190-5672 Executive Officer Chief Financial Officer and Treasurer Alpha Omega Group, Inc. dba AOG Wealth Management [n/a] 11911 FREEDOM DRIVE SUITE 730 Reston VA VIRGINIA 20190-5672 Promoter Investment Adviser James Ortlip 11911 FREEDOM DRIVE SUITE 730 Reston VA VIRGINIA 20190-5672 Executive Officer Chief Investment Officer John Grady 11911 FREEDOM DRIVE SUITE 730 Reston VA VIRGINIA 20190-5672 Director Kate DiGeronimo 11911 FREEDOM DRIVE SUITE 730 Reston VA VIRGINIA 20190-5672 Director Pooled Investment Fund Other Investment Fund true $5,000,001 - $25,000,000 06b false 2021-11-29 true true false 25000 Indefinite 9575000 Indefinite false 35 0 0 0 The persons named in Item 3 are entitled to payment in the normal course of business throughout the fiscal year (e.g., for investment advisory services and trustee compensation). false AOG Institutional Diversified Fund Frederick Baerenz Frederick Baerenz President 2022-02-03