Form D · Private Equity Fund

Achieve ATM Fund, LLC

Austin, TX · CIK 0001958288

Offering snapshot reported Dec 16, 2022 · SEC filing

Reported sold
$2.81M
Offering amount: $20M
Investors reported
30
Form D · investor count
Minimum accepted
$52K
Reported outside-investor minimum
First sale
Dec 6, 2022
As reported in this filing

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
Dec 16, 2022Initial$2,808,000No comparison30SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-467737

Source: Form D, filed Dec 16, 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

ACHIEVE ATM FUND, LLC

Investment adviser: ACHIEVE ATM FUND MGR, LLC

Gross asset value
$2.81M
Beneficial owners
30
ADV minimum commitment
$52K

Reported in Form ADV on Jan 24, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian CHASE BANK AUSTIN, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1817599 · Jan 24, 2024 · Schedule D 7.B.(1), fund 805-6439562272

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
James Kandasamy Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
13018 Research Blvd Suite A
Austin, TX, 78750