Form D · Residential
ACG Aerie, LLC
Grand Island, NE · CIK 0002018144
Offering snapshot reported Apr 3, 2024 · SEC filing
- Reported sold
- $4.13M Offering amount: $4.13M
- Investors reported
- 17 Form D · investor count
- Minimum accepted
- $125K Reported outside-investor minimum
- First sale
- Mar 20, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 3, 2024 | Initial | $4,125,000 | No comparison | 17 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-509470
Source: Form D, filed Apr 3, 2024. 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
ACG AERIE, LLC
Investment adviser: ALLEN CAPITAL GROUP, LLC
- Gross asset value
- $4.3M
- Beneficial owners
- 18
- ADV minimum commitment
- $125K
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
FORVIS MAZARS
PCAOB 686
Filing source
Form ADV 2078304 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4151147813
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.
| Name | Reported role |
|---|---|
| Mark Allen | Director |
Issuer details
Industry: Residential (See others in industry)
Address:Grand Island, NE, 68803