Form D · Other

AAI Holding Trust

Indianapolis, IN · CIK 0001716736

Offering snapshot reported Sep 28, 2018 · SEC filing

Reported sold: $7.86M
Investors reported: 2
Minimum accepted: $15K
First sale: Sep 6, 2017

Fundraising history

Reported sold

Dates 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$250,000 → $7,864,336

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 28, 2018	Amendment	$7,864,336	$7,614,336vs Sep 12, 2017	2	SEC filing
Sep 12, 2017	Initial	$250,000	No comparison	2	SEC filing

Offering details

Securities: Other
Exemptions: 06b
Duration over one year: Yes
Business combination: No

Sales commissions: $120K (estimated)
Finders' fees: $0
Form D file number: 021-294521

Specified Beneficial Percentage Interest In Death Benefits Paid Out Under A Life Insurance Policy

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
WealthForge Securities, LLC	152550	WealthForge Securities, LLC · CRD 152550

Source: Form D, filed Sep 28, 2018. 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.

People and organizations reported in Form D filings
Name	Reported role
Thomas Boesen	Executive
Rob Whitlow	Executive

Issuer details

Industry: Other (See others in industry)

Address:

8470 Allison Point Blvd. Suite 250
Indianapolis, IN, 46250