Form D · Commercial

AFAGV, LLC

Yardley, PA · CIK 0001714206

Offering snapshot reported Jan 16, 2020 · SEC filing

Reported sold
$14.6M
Offering amount: $14.6M
Investors reported
62
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 1, 2020
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 16, 2020Initial$14,605,000No comparison62SEC filing
Aug 9, 2017Initial$21,115,000No comparison49SEC filing

Offering details

Securities
Equity, Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-358213

Source: Form D, filed Jan 16, 2020. 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

AFAGV LLC

Investment adviser: APEX FINANCIAL ADVISORS, INC

Gross asset value
$81.7M
Beneficial owners
41
ADV minimum commitment
$100K

Reported in Form ADV on Mar 27, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor MARCUM LLP MELVILLE, New York, United States
Custodian KEYBANK CLEVELAND, Ohio, United States Related to adviser: No
Custodian NUVIEW TRUST COMPANY LONGWOOD, Florida, United States Related to adviser: No
Custodian PENN COMMUNITY BANK YARDLEY, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MARCUM LLP
PCAOB 688

Filing source

Form ADV 1953938 · Mar 27, 2025 · Schedule D 7.B.(1), fund 805-7279809365

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
N/A Afa Re Management, Llc Director, Promoter
N/A Apex Financial Advisors, Inc. Director, Executive
Robert A Connell Director, Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
85 South Main Street
Yardley, PA, 19067