Form D · Other Investment Fund
2021 Lifestyle Fund LLC
Hauppauge, NY · CIK 0001887465
Offering snapshot reported Mar 23, 2022 · SEC filing
- Reported sold
- $11.1M Offering amount: $100M
- Investors reported
- 92 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Nov 10, 2021 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$10,770,500 → $11,123,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 23, 2022 | Amendment | $11,123,000 | $352,500vs Nov 23, 2021 | 92 | SEC filing |
| Nov 23, 2021 | Initial | $10,770,500 | No comparison | 92 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.06M
- Finders' fees
- $0
- Form D file number
- 021-422172
The Participating Dealer receives a cash fee equal to 9.5% percent of the gross proceeds raised in the Offering.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| American Capital Partners, LLC | 119249 |
Source: Form D, filed Mar 23, 2022. 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 |
|---|---|
| Anthony M. Gardini | Executive |
| Anthony P. Simone | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Hauppauge, NY, 11788