Last month brought in $830,000 of pledges; this takes
If you are a person potentially interested and new(er) to the website, here are the pertinent posts to become familiar with the specifics.
- The overall goal and why I'm aiming for $7 approx million [Jan 7, 2008: Reader "Pledges" Toward Mutual Fund Launch]
- Frequently Asked Questions [May 26, 2008: Frequently Asked Questions] Very important to read
- Why I need your state [May 23, 2008: Investment Pledges by State] Keep in mind a state's eligibility can be turned "on" overnight once we're up and running
- Most recent updates (this November) [Nov 4, 2009: General Updates]
- Our story in Barron's [A New Kind of Fund Manager]
Let me copy the same caveats for pledges as always:
- Assume a pledge amount that is firm based on a
fund opening in summer 2010.
- Assume at any point in 2010 the
market may be down 30% from here - Make your pledge based on liquid assets that are not currently in some high octane mutual
fund that loses 40% when the market falls 30%, nor gains 50% when the market gains 40%. That money is not something that can be counted on in a volatile market. - Please have whatever monies are pledged to the fund, in money market or equivalent by April/May 2010 so it is not at risk in the market.
Format for fund pledge: first name, last initial, pledged amount, and state you live in. To be clear, you are not sending me
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[if your name is missing it is because you did not email me your state - please do, thanks]
| Name | Amount | State/Country |
| John R | 3,000 | AK |
| Bob B | 50,000 | AR |
| Ed S | 5,000 | AZ |
| Alan N | 15,000 | AZ |
| Armour B | 50,000 | AZ |
| Dharminder M | 100,000 | AZ |
| Pat L | 10,000 | AZ |
| Ron G | 10,000 | AZ |
| Werner C | 10,000 | AZ |
| Jake P | 10,000 | AZ |
| Art H | 50,000 | CA |
| Benjamin W | 5,000 | CA |
| Dave K | 100,000 | CA |
| Greg B | 25,000 | CA |
| Kurt C | 10,000 | CA |
| Ron W | 10,000 | CA |
| Tom L | 25,000 | CA |
| Ted C | 5,000 | CA |
| Brian L | 50,000 | CA |
| Rich P | 30,000 | CA |
| Shannon V | 5,000 | CA |
| Sunil K | 10,000 | CA |
| Anatoly S | 10,000 | CA |
| Wesley W | 20,000 | CA |
| Burt B | 10,000 | CA |
| John L | 5,000 | CA |
| Alven Y | 5,000 | CA |
| Piyush M | 5,000 | CA |
| Paresh P | 5,000 | CA |
| Dinesh K | 5,000 | CA |
| Naresh P | 5,000 | CA |
| Jay S* | 5,000 | CA |
| Shang C | 50,000 | CA |
| Henry C | 3,000 | CA |
| Charles Y | 100,000 | CA |
| George | 5,000 | CA |
| Ross T | 5,000 | CA |
| James H | 5,000 | CA |
| Dana K | 25,000 | CA |
| Walt C | 30,000 | CA |
| Charles L | 20,000 | CA |
| Greg W | 20,000 | CA |
| Raj | 10,000 | CA |
| Judy M | 20,000 | CA |
| Dave H | 20,000 | CA |
| Akash A | 6,000 | CA |
| Adam S | 5,000 | CA |
| F.A. | 100,000 | CA |
| Brian C | 25,000 | CA |
| Mark R | 10,000 | CA |
| Steven L | 25,000 | CA |
| Diane H | 100,000 | CA |
| Giancarlo S | 2,500 | CA |
| Scott W | 50,000 | CA |
| Henry C | 8,500 | CA |
| Jason N | 30,000 | CA |
| Marvin L | 10,000 | CA |
| Mike C | 10,000 | CA |
| John G | 2,500 | CA |
| George H | 5,000 | CA |
| Dean D | 25,000 | CA |
| Peter S | 2,500 | CA |
| Dan W | 5,000 | CA |
| Dan A | 10,700 | CA |
| Rohit G | 10,000 | CA |
| Jason Z | 20,000 | CA |
| Jay C | 5,000 | CA |
| Ben C | 15,000 | CA |
| Adam B | 20,000 | CO |
| Alecia C | 75,000 | CO |
| Seth | 3,000 | CO |
| Dieter | 5,000 | CO |
| David H | 50,000 | CO |
| Mike H | 15,000 | CT |
| Michelle T (Bob) | 20,000 | CT |
| Chris P | 100,000 | CT |
| Chris M | 50,000 | CT |
| Mark B* | 25,000 | D.C. |
| Elaine C | 20,000 | D.C. |
| Tom E | 5,000 | DE |
| Vic C | 10,000 | FL |
| Wes T | 10,000 | FL |
| Ron S* | 100,000 | FL (sailing) |
| Olivier N | 10,000 | FL |
| Bob H | 3,500 | FL |
| Chris I | 20,000 | FL |
| Dave C | 25,000 | FL |
| Kevin D | 5,000 | FL |
| Patrick L | 100,000 | FL |
| Matt D | 5,000 | FL |
| Gordon P | 25,000 | FL |
| JH | 25,000 | FL |
| Sandy S | 150,000 | GA |
| Andrew L | 5,000 | GA |
| Mark L | 2,500 | IA |
| Jeff M | 20,000 | IA |
| Ian J | 5,000 | ID |
| Jay S | 10,000 | IL |
| Mike P | 500,000 | IL |
| Vivek G | 75,000 | IL |
| Art K | 30,000 | IL |
| Ben | 10,000 | IN |
| Matt L | 5,000 | IN |
| Jake R | 50,000 | KS |
| Bruce L | 25,000 | KY |
| Bill H | 5,000 | MA |
| Bruce W | 2,500 | MA |
| John B | 20,000 | MA |
| Don D | 50,000 | MA |
| Rain Lan | 30,000 | MA |
| Vincent | 20,000 | MA |
| MB | 20,000 | MD |
| Raeann | 10,000 | MD |
| Mark P | 30,000 | MD |
| Mark | 60,000 | MI |
| Ralph B | 50,000 | MI |
| May L | 30,000 | MI |
| Rich S | 5,000 | MI |
| Y.O. | 15,000 | MI |
| Elia K | 25,000 | MI |
| Garret B | 2,500 | MI |
| NF (Oct 10) | 200,000 | MI |
| Scott L | 7,500 | MN |
| Tom S | 20,000 | MN |
| James W | 5,000 | MN |
| Ritchie H | 2,500 | MN |
| Mark M | 5,000 | MN |
| Marshall H | 5,000 | MO |
| Wolfgang S | 7,500 | MO |
| Nathan J | 10,000 | MO |
| Neil B | 50,000 | MO |
| Tom E | 5,000 | MO |
| Jerry C | 30,000 | MT |
| Tom M | 10,000 | MT |
| George L | 10,000 | NC |
| Brian C | 5,000 | NC |
| Colleen P | 5,000 | NC |
| Paul F | 5,000 | NC |
| Scott G | 80,000 | NC |
| Lenin T | 2,500 | NC |
| Joshua R | 5,000 | NC |
| Adam B | 10,000 | NJ |
| David B | 50,000 | NJ |
| Frank G | 500,000 | NJ |
| Henric B | 25,000 | NJ |
| Ryan T | 7,500 | NJ |
| B Shah | 2,500 | NJ |
| Rama R | 4,000 | NJ |
| Richard H | 100,000 | NJ |
| Vijay K | 75,000 | NJ |
| Howard A | 5,000 | NJ |
| Jordan L | 2,500 | NJ |
| Andy/Diana H | 12,000 | NJ |
| Jack L | 10,000 | NJ |
| Josh R | 5,000 | NJ |
| Lisa W | 50,000 | NJ |
| Tony D | 15,000 | NJ |
| Hui C* | 100,000 | NJ |
| Frederick S | 20,000 | NJ |
| Pranav S | 30,000 | NJ |
| Albert W | 5,000 | NJ |
| Andrew | 100,000 | NV |
| Arun K | 25,000 | NV |
| Tom S | 25,000 | NV |
| Dennis T | 2,500 | NV |
| Michael S | 5,000 | NV |
| Gary M | 10,000 | NY |
| Rob T | 20,000 | NY |
| Igor O* | 500,000 | NY |
| Chris Y | 10,000 | NY |
| Tim C | 20,000 | NY |
| Atul R | 5,000 | NY |
| Rob #2 | 6,000 | NY |
| Marc E | 7,500 | NY |
| Bob M | 100,000 | NY |
| Felipe V | 5,000 | NY |
| Lester B | 100,000 | NY |
| Matt Z | 5,000 | NY |
| Tariq | 5,000 | NY |
| Joe C | 5,000 | NY |
| Bill A | 2,500 | NY |
| Josh S* | 25,000 | NY |
| Chris W | 10,000 | NY |
| Ken T | 15,000 | NY |
| Peter G | 25,000 | NY |
| Joe S | 25,000 | NY |
| Adam M | 10,000 | OH |
| Justin K | 30,000 | OH |
| Robert S | 5,000 | OH |
| Dan W | 5,000 | OH |
| Tom K | 5,000 | OH |
| David O | 100,000 | OH |
| Dilip K | 5,000 | OK |
| Blake V | 250,000 | OK |
| Ryan | 3,000 | OK |
| Nelson W | 10,000 | OK |
| Michael G | 2,500 | OR |
| Joe V | 50,000 | OR |
| Darin P | 20,000 | OR |
| Bill G | 10,000 | PA |
| Jatinder M | 10,000 | PA |
| V.K.K. | 20,000 | PA |
| Bruce R | 100,000 | PA |
| Joe C | 10,000 | PA |
| Nathan S | 3,000 | PA |
| David M | 2,500 | PA |
| Robert T | 75,000 | RI |
| Heidi H | 25,000 | RI |
| Doris S* | 100,000 | SC |
| Steve | 100,000 | SD |
| Dave S | 20,000 | TN |
| Matt S | 10,000 | TN |
| Pankaj S | 5,000 | TN |
| Lukas V | 5,000 | TN |
| Ben M | 10,000 | TN |
| Joe P | 10,000 | TX |
| Doug M | 40,000 | TX |
| H.S. | 2,500 | TX |
| Ian* | 50,000 | TX |
| "Phong" | 10,000 | TX |
| Jason D | 5,000 | TX |
| AZ | 10,000 | TX |
| Glenn J | 5,000 | TX |
| Samba V | 20,000 | TX |
| Coby S | 50,000 | TX |
| Alex T | 10,000 | TX |
| Shane V | 25,000 | TX |
| Greg R | 20,000 | TX |
| Brian J | 5,000 | TX |
| C Dilber | 5,000 | TX |
| Kenton K* | 25,000 | TX |
| Robert T | 20,000 | TX |
| Ron W | 25,000 | TX |
| Scott V | 30,000 | UT |
| Greg P* | 300,000 | UT |
| Chair | 20,000 | VA |
| Lisa | 5,000 | VA |
| Zhong L | 10,000 | VA |
| Madhu I | 50,000 | VA |
| Brian D | 50,000 | VA |
| Jake D | 37,500 | VA |
| Matt G | 10,000 | VA |
| Paul Z | 10,000 | VA |
| Robert W | 5,000 | VA |
| Jack T | 10,000 | VA |
| Kenneth Y | 10,000 | VA |
| Don G | 25,000 | VA |
| Mike M | 50,000 | VA |
| Kevin L* | 125,000 | VT |
| Ron | 20,000 | VT |
| Linda A | 15,000 | WA |
| Scott R | 100,000 | WA |
| Mike H | 2,500 | WA |
| Eric S | 50,000 | WA |
| Cathy K | 20,000 | WA |
| "Himalayas" | 20,000 | WA |
| Tyler | 10,000 | WA |
| Danny N | 10,000 | WA |
| Charlie W | 5,000 | WA |
| Dylan L | 10,000 | WA |
| David I | 100,000 | WA |
| Sean K | 25,000 | WA |
| Liem | 4,000 | WA |
| James L | 5,000 | WA |
| Gene G | 5,000 | WA |
| Jason E | 5,000 | WI |
| Gary S | 10,000 | WI |
| Erle H* | 25,000 | WI |
| Karl W | 25,000 | WI |
| Joe H | 28,000 | WI |
| Jason | 10,000 | WV |
| Paul | 100,000 | Z-Austria |
| Stan T | 10,000 | Z-Canada |
| Steve L | 10,000 | Z-Canada |
| Brian M | 5,000 | Z-Canada |
| Stockspeter | 7,500 | Z-Canada |
| Kaz O | 10,000 | Z-Canada |
| Anurag V | 20,000 | Z-Germany |
| Johannes K | 10,000 | Z-Germany |
| Ken | 250,000 | Z-Hong Kong |
| Kumar K | 25,000 | Z-India |
| Barry R | 10,000 | Z-Ireland |
| Shlomo S | 25,000 | Z-Israel |
| Antoine F | 10,000 | Z-Luxembourg |
| Nick E | 30,000 | Z-New Zealand |
| Andre R | 10,000 | Z-Portugal |
| Adrian C | 75,000 | Z-Romania/EU |
| S.E.H. | 12,500 | Z-Singapore |
| Junyuan | 2,500 | Z-Singapore |
| David G | 5,000 | Z-Singapore |
| Tomaz K | 20,000 | Z-Slovenia |
| Ward P | 2,500 | Z-Sweden |
| Anil | 25,000 | Z-Switzerland |
| KP | 5,000 | Z-UK |
| Howard L | 10,000 | Z-UK |
| David X | 5,000 | Z-UK |
| Duncan M | 5,000 | Z-UK |
| Nestor T | 25,000 | Z-Uruguay |
| Harsh N | 5,000 | Z-UAE |
| Total | $9,325,200 | |
| Goal | $7,000,000 | |
| % of Goal | 133.2% | |
| To Go | ($2,325,200) |
