Form D · Other
Agate Stone Management LLC
New York, NY · CIK 0001999025
Offering snapshot reported Oct 30, 2023 · SEC filing
- Reported sold
- $330K Offering amount: $330K
- Investors reported
- 27 Form D · investor count
- Minimum accepted
- $2.5K Reported outside-investor minimum
- First sale
- Oct 23, 2023 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 |
|---|---|---|---|---|---|
| Oct 30, 2023 | Initial | $330,000 | No comparison | 27 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.48K
- Finders' fees
- $0
- Form D file number
- 021-495943
To be paid to WealthForge Securities CRD # 152550.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| WealthForge Securities LLC | 152550 | WealthForge Securities LLC · CRD 152550 |
Source: Form D, filed Oct 30, 2023. 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.
| Name | Reported role |
|---|---|
| Max Doyle | Executive |
| Max Volsky | Executive |
Issuer details
Industry: Other (See others in industry)
Address:
33 Whitehall Street 16 Th Floor
New York, NY, 10004
New York, NY, 10004