Form D · Other Banking and Financial Services

ATEL Institutional Venture Debt Fund, LLC

San Francisco, CA · CIK 0001672625

Offering snapshot reported May 2, 2018 · SEC filing

Reported sold
$30.2M
Indefinite offering
Investors reported
7
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 2, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.1M$30.2MMay 2, 2016: $7,200,000.00May 2, 2016May 2, 2017: $9,700,000.00May 2, 2017May 2, 2018: $30,200,000.00May 2, 2018

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.

  • Reported sold$9,700,000 → $30,200,000
  • Reported investors3 → 7

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 2, 2018Amendment$30,200,000$20,500,000vs May 2, 20177SEC filing
May 2, 2017Amendment$9,700,000$2,500,000vs May 2, 20163SEC filing
May 2, 2016Initial$7,200,000No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$800K (estimated)
Finders' fees
$0
Form D file number
021-262399

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
McMorgan & Company Capital Advisors LLC137222McMorgan & Company Capital Advisors LLC · CRD 137222

Source: Form D, filed May 2, 2018. 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
Dean L. Cash Director, Executive, Promoter
Paritosh K. Choksi Director, Executive, Promoter
Atel Capital Group N/A Director, Executive, Promoter
Atel Management Services, Llc N/A Director, Executive, Promoter
Atel Ventures Associates, Llc N/A Director, Executive, Promoter

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
Atel Financial Services, Llc 600 Montgomery Street, 9 Th Floor
San Francisco, CA, 94111