Form D · Investing

Amware Logistics 2, LLC

Bethesda, MD · CIK 0001755686

Offering snapshot reported Oct 11, 2018 · SEC filing

Reported sold
$5.1M
Offering amount: $5.1M
Investors reported
37
Form D · investor count
Minimum accepted
$10.5K
Reported outside-investor minimum
First sale
Sep 28, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 11, 2018Initial$5,100,000No comparison37SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-323348

Source: Form D, filed Oct 11, 2018. 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

AMWARE LOGISTICS 2, LLC

Investment adviser: ROTUNDA CAPITAL PARTNERS, LLC

Gross asset value
$890K
Beneficial owners
38
ADV minimum commitment
$10.5K

Reported in Form ADV on Jan 5, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY US, LLP VIENNA, Virginia, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY NEWTON, Massachusetts, United States Related to adviser: No
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, 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

BAKER TILLY US, LLP
PCAOB 23

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Filing source

Form ADV 1923438 · Jan 5, 2025 · Schedule D 7.B.(1), fund 805-9630467160

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
John M Fruehwirth Executive
Daniel B Lipson Executive
Corey Whisner Director

Issuer details

Industry: Investing (See others in industry)

Address:
3 Bethesda Metro Center Suite 830
Bethesda, MD, 20814