Form D · Other Investment Fund
12X Wealth Strategies IV, LLC
Klein, TX · CIK 0001920713
Offering snapshot reported Mar 18, 2025 · SEC filing
- Reported sold
- $20M Indefinite offering
- Investors reported
- 78 Form D · investor count
- Minimum accepted
- $200K Reported outside-investor minimum
- First sale
- Apr 1, 2022 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$17,879,681 → $19,993,355
- Reported investors79 → 78
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 18, 2025 | Amendment | $19,993,355 | $2,113,674vs Mar 22, 2024 | 78 | SEC filing |
| Mar 22, 2024 | Amendment | $17,879,681 | $3,262,910vs Mar 24, 2023 | 79 | SEC filing |
| Mar 24, 2023 | Amendment | $14,616,771 | No comparison | 45 | SEC filing |
| Apr 4, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-440147
Source: Form D, filed Mar 18, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Charles Dombek | Executive |
| Surajit Kar | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
21021 Springbrook Plaza Drive Suite 172
Klein, TX, 77379
Klein, TX, 77379