Form D · Other Investment Fund

Advanta Charitable Lending Fund LLC

Zionsville, IN · CIK 0002122741

Offering snapshot reported Mar 26, 2026 · SEC filing

Reported sold: $53.5M
Investors reported: 3
Minimum accepted: $1K
First sale: Mar 24, 2026

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
Mar 26, 2026	Initial	$53,504,400	No comparison	3	SEC filing

Offering details

Securities: Equity, Pooled investment fund, Other
Exemptions: 06c, 3C, 3C.10
Duration over one year: Yes
Business combination: Yes

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-577837

The above total amount sold number represents the total amount sold in prior years. As of the date of filing, an additional $20,000,000 investment has been committed, but has not yet been called and the funds have not yet been received by the fund.

charitable collective investment fund, program-related investment

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
None - No sales commissions are offered or paid	None

Source: Form D, filed Mar 26, 2026. 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
Theresa Barbale	Director
John Casey	Executive
Michael Di Bernardo	Executive
Zachary Kester	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

75 North Main Street
Zionsville, IN, 46077