CIS Index OverWrite Partners
CIS Index OverWrite Partners is a private investment fund based in Wyomissing, Pennsylvania. According to its most recent Form D, filed Jul 2, 2026, it has sold $13,478,967 of interests to 75 investors since its first sale in Feb 2008. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Robert Hahn; Steven Pottieger; Debora Covell.
- Total raised
- $13,478,967Cumulative sales reported on Form D
- Investors
- 75
- First sale
- Feb 1, 2008
- Minimum investment
- $100,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Robert Hahn; Steven Pottieger; Debora Covell
- Latest Form D
- Jul 2, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about CIS Index OverWrite Partners
What is the minimum investment for CIS Index OverWrite Partners?
According to its latest Form D, filed Jul 2, 2026, the minimum investment CIS Index OverWrite Partners accepts from an outside investor is $100,000.
Who can invest in CIS Index OverWrite Partners?
CIS Index OverWrite Partners is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has CIS Index OverWrite Partners raised?
CIS Index OverWrite Partners reports $13,478,967 sold from 75 investors on its Form D filed Jul 2, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is CIS Index OverWrite Partners based?
CIS Index OverWrite Partners is based in Wyomissing, Pennsylvania.
When did CIS Index OverWrite Partners launch?
CIS Index OverWrite Partners reports its first sale in Feb 2008.
Size compared with every private investment fund
Raised more than 61% of the 297 private investment funds based in Pennsylvania, and more than 46% of all 10,425 that report sales.
Other funds with the same team
More private investment funds in Wyomissing
Similar-size private investment funds in Pennsylvania
- Unity Select Fund, LLC - Southpoint Qualified Fund Tax Exempt Series$13.1M
- Unity Select Fund, LLC - KLCP Fund IV Tax Exempt Series$13.8M
- Unity Select Fund, LLC - CVC Glendower Secondary Opportunities Fund VI Series$14.3M
- Unity Select Fund, LLC - Warburg Pincus Global Growth 15 Series$12.3M
- AW Opportunities II, LLC$14.5M
- Unity Select Fund, LLC - Accolade Partners X Series$12.3M