Form D · Residential
Agate Investment LLC
Houston, TX · CIK 0001697128
Offering snapshot reported Feb 8, 2017 · SEC filing
- Reported sold
- $2.5M Offering amount: $2.5M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $200K Reported outside-investor minimum
- First sale
- Feb 2, 2017 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 |
|---|---|---|---|---|---|
| Feb 8, 2017 | Initial | $2,500,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-280297
Source: Form D, filed Feb 8, 2017. 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
AGATE INVESTMENT, LLC
Investment adviser: AGATE MANAGER, LLC
- Gross asset value
- $0
- Beneficial owners
- 7
- ADV minimum commitment
- $200K
Reported in Form ADV on Feb 20, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1830024 · Feb 20, 2024 · Schedule D 7.B.(1), fund 805-8794580211
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 |
|---|---|
| Xu Wang | Director |
Issuer details
Industry: Residential (See others in industry)
Address:Houston, TX, 77042