Form D · Other Investment Fund

AINA ALOHA ECONOMY FUND, LLC

San Diego, CA · CIK 0002063465

Offering snapshot reported Aug 17, 2026 · SEC filing

Reported sold
$3M
Offering amount: $5M
Investors reported
10
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 22, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.5M$3MMar 31, 2025: $3,000,000.00Mar 31, 2025Mar 30, 2026: $3,000,000.00Mar 30, 2026Aug 17, 2026: $3,000,000.00Aug 17, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

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
Aug 17, 2026Amendment$3,000,000$0vs Mar 30, 202610SEC filing
Mar 30, 2026Amendment$3,000,000$0vs Mar 31, 202510SEC filing
Mar 31, 2025Initial$3,000,000No comparison10SEC filing

Offering details

Securities
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
021-542548

Source: Form D, filed Aug 17, 2026. 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

'AINA ALOHA ECONOMY FUND, LLC

Investment adviser: MISSION DRIVEN FINANCE, LLC

Gross asset value
$2.95M
Beneficial owners
0
ADV minimum commitment
$100K

Reported in Form ADV on Aug 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor FORVIS MAZARS, LLP SPRINGFIELD, Missouri, United States
Custodian CAPITAL BANK, N.A. ROCKVILLE, Maryland, United States Related to adviser: No
Custodian STONECASTLE CASH MANAGEMENT, LLC NEW YORK, New York, 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

FORVIS MAZARS, LLP
PCAOB 686

Filing source

Form ADV 2125905 · Aug 25, 2026 · Schedule D 7.B.(1), fund 805-2536363267

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
David Lynn Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2247 San Diego Ave #135
San Diego, CA, 92110