Form D · Other

Amelius Ventures LLC

New York, NY · CIK 0001805524

Offering snapshot reported Mar 6, 2020 · SEC filing

Reported sold
$693K
Offering amount: $693K
Investors reported
38
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Feb 21, 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
Mar 6, 2020Initial$693,000No comparison38SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$3.47K
Finders' fees
$0
Form D file number
021-362150
To be paid to WealthForge Securities LLC CRD #152550

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
WealthForge Securities LLC152550WealthForge Securities LLC · CRD 152550

Source: Form D, filed Mar 6, 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

AMELIUS VENTURES LLC

Investment adviser: LAWSHARES, LLC

Gross asset value
$1.13M
Beneficial owners
38
ADV minimum commitment
$10K

Reported in Form ADV on Feb 22, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian ATLANTIC CAPITAL BANK ATLANTA, Georgia, United States Related to adviser: No
Marketer WEALTHFORGE SECURITIES, LLC RICHMOND, Virginia, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

WEALTHFORGE SECURITIES, LLC
CRD 152550 · SEC 8-68464

Filing source

Form ADV 1492665 · Feb 22, 2021 · Schedule D 7.B.(1), fund 805-9267811472

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
Jay Greenberg Executive
Max Volsky Executive

Issuer details

Industry: Other (See others in industry)

Address:
33 Whitehall Street 16 Th Floor
New York, NY, 10004