Small Cap Value (Tax-Advantaged) LLC

Form D Filings

Location
San Francisco, CA
Investment Fund Type
Other Investment Fund
Industry Group
Pooled Investment Fund
Related People
Incorporated Wells Capital Management, Kirk D. Hartman, Jon F. Baranko, Daniel J. Mavico, Karen L. Norton, Siobhan C. Foy, J. David Germany, Amru A. Khan, Sallie C. Squire, Mai S. Shiver, for Institutional Investments Wells Fargo Trust
Entity Type
Limited Liability Company
CIK
0001516890
Previous Names
Small Cap Value (Tax-Advantaged) LLC, Benson Tax Advantaged Investors, LLC
All SEC Filings
View on sec.gov
Date Filed Security Types Amount Sold Diff Total Amount Sold Total Offering Amount Remaining First Sale Signed Form SEC Link
3/27/2020 Pooled Investment Fund $0 $26,685,116 Indefinite Indefinite 3/1/2011 3/27/2020 D/A 000151689020000001
3/29/2019 Pooled Investment Fund $0 $26,685,116 Indefinite Indefinite 3/1/2011 3/26/2019 D/A 000174831619000053
3/29/2018 Pooled Investment Fund $0 $26,685,116 Indefinite Indefinite 3/1/2011 3/29/2018 D/A 000173374418000002
3/29/2017 Pooled Investment Fund $0 $26,685,116 Indefinite Indefinite 3/1/2011 3/29/2017 D/A 000162525717000049
1/6/2015 Pooled Investment Fund $0 $26,685,116 Indefinite Indefinite 3/1/2011 1/6/2015 D/A 000151689015000001
5/22/2014 Pooled Investment Fund $4,208,803 $26,685,116 Indefinite Indefinite 3/1/2011 5/22/2014 D/A 000151689014000002
5/24/2013 Pooled Investment Fund $1,296,326 $22,476,313 Indefinite Indefinite 3/1/2011 5/24/2013 D/A 000151689013000008
5/25/2012 Pooled Investment Fund $0 $21,179,987 Indefinite Indefinite 3/1/2011 5/25/2012 D/A 000154224512000010
3/29/2011 Pooled Investment Fund $21,179,987 $21,179,987 Indefinite Indefinite 3/1/2011 3/29/2011 D 000151689011000001
3/29/2011 Pooled Investment Fund $0 $21,179,987 Indefinite Indefinite 3/1/2011 3/29/2011 D/A 000151689011000007