Form D · Other Investment Fund

Access Investment, LLC

Calabasas, CA · CIK 0001482282

Offering snapshot reported Aug 27, 2020 · SEC filing

Reported sold
$114M
Indefinite offering
Investors reported
375
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Aug 17, 1999
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$64.4M$129MAug 23, 2017: $128,807,415.00Aug 23, 2017Aug 22, 2018: $70,432,070.00Aug 22, 2018Aug 27, 2019: $114,122,336.00Aug 27, 2019Aug 27, 2020: $114,122,336.00Aug 27, 2020

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 27, 2020Amendment$114,122,336$0vs Aug 27, 2019375SEC filing
Aug 27, 2019Amendment$114,122,336$43,690,266vs Aug 22, 2018375SEC filing
Aug 22, 2018Amendment$70,432,070-$58,375,345vs Aug 23, 2017260SEC filing
Aug 23, 2017Amendment$128,807,415No comparison247SEC filing
May 17, 2017Amendment$128,807,415$62,426,029vs May 18, 2016247SEC filing
May 18, 2016Amendment$66,381,386No comparison210SEC filing
May 14, 2015InitialYet to sellNo comparison197SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-138248
See Clarification of Response provided in Form D Amendment filed on 08/22/2017 (SEC File/Film No. 021-138248/171046805).

Source: Form D, filed Aug 27, 2020. 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
NameReported role
Jeffrey Liption Executive
Jeffrey Lipton Executive
Stephen Pollack Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5230 Las Virgenes Road Suite 105
Calabasas, CA, 91302