Form D · Private Equity Fund

Allied Innovation Artificial Intelligence Fund, LLC

New York, NY · CIK 0002021379

Offering snapshot reported May 15, 2026 · SEC filing

Reported sold
$2.96M
Indefinite offering
Investors reported
42
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 13, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.48M$2.96MMay 9, 2024May 9, 2025: $2,955,000.00May 9, 2025May 15, 2026: $2,955,000.00May 15, 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
May 15, 2026Amendment$2,955,000$0vs May 9, 202542SEC filing
May 9, 2025Amendment$2,955,000No comparison42SEC filing
May 9, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$411K
Finders' fees
$0
Form D file number
021-512775
Total Amount Sold represents binding commitments to fund investments of the Issuer and does not include non-binding subscriptions.
Sales Commissions represent placement fees paid to placement agents listed in Section 12 to date.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ceros Financial Services37869

Source: Form D, filed May 15, 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
NameReported role
Allied Innovation Management, Llc Promoter
N/A Allied Innovation Management, Llc Promoter
Mark Goldwasser Director
N/A Innovation X Advisors, Llc Promoter
Innovation X Advisors, Llc Promoter
Roger Monteforte Director
David Morgan Director
Stuart Updegrove Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
199 Water Street 21st Floor
New York, NY, 10038