Form D · Other Investment Fund

Acceleron Holt Xchange SPV, a Series of Holt Xchange SPV, LLC

Salt Lake City, UT · CIK 0001929572

Offering snapshot reported Sep 22, 2022 · SEC filing

Reported sold
$310K
Offering amount: $310K
Investors reported
11
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jul 5, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$155K$310KJul 11, 2022: $152,000.00Jul 11, 2022Sep 22, 2022: $309,750.00Sep 22, 2022

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$152,000 → $309,750
  • Reported investors7 → 11

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 22, 2022Amendment$309,750$157,750vs Jul 11, 202211SEC filing
Jul 11, 2022Initial$152,000No comparison7SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-451832

Source: Form D, filed Sep 22, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ACCELERON HOLT XCHANGE SPV, A SERIES OF HOLT XCHANGE SPV, LLC

Investment adviser: HOLT XCHANGE INC.

Gross asset value
$418K
Beneficial owners
10
ADV minimum commitment
$5K

Reported in Form ADV on Mar 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 2052302 · Mar 6, 2026 · Schedule D 7.B.(1), fund 805-8121813839

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
NameReported role
Llc Assure Fund Management Ii Director
Jeremy Neilson Executive
Richard Thoms Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6510 S Millrock Drive Suite 400
Salt Lake City, UT, 84121