Data / Form D filings / Compass Efficient Model Portfolios, LLC
Compass Efficient Model Portfolios, LLC: Form D filings
Compass Efficient Model Portfolios, LLC, an investing company in Brentwood, TN, filed 2 Form D notices with the SEC between 2009 and 2013. The latest, on July 11, 2013, reports $600,000 sold of a $3 million offering to 3 investors.
Find out what Compass Efficient Model Portfolios, LLC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 213 OVERLOOK CIRCLE, SUITE A-1, Brentwood, TN, 37027
- Phone
- (615) 620-8600
- Industry
- Investing
- Entity type
- Limited Liability Company
- Incorporated in
- Tennessee
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506
- SEC identifier (CIK)
- 1455005
The full lists. Form D filings in Tennessee: 543 rows, $27.15, or the new rows each week for $19 a month. Form D filings in Investing: 1,820 rows, $91, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, year incorporated, street, city, state and 5 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 11, 2013 | New notice | $3,000,000 | $600,000 | $2,400,000 | 3 | Jun 25, 2013 | sec.gov |
| Sep 3, 2009 | New notice | $3,000,000 | $0 | $3,000,000 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Stephen M. Hammers | Executive Officer, Director | |
| Robert W. Walker | Executive Officer | |
| David J. Moore | Director |
Other investing companies in Tennessee that filed recently
- MERIDIAN PRIORITY, LLC $30 million · Oct 29, 2026
Every Form D from the week of Jul 8, 2013 · All recent filings in Tennessee · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Compass Efficient Model Portfolios, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.
$10 of credit on sign-up, no card.