Form D · Other Investment Fund
Athos Private Wealth LLC
Holladay, UT · CIK 0002022332
Offering snapshot reported May 10, 2024 · SEC filing
- Reported sold
- $2.44M Offering amount: $3M
- Investors reported
- 39 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Feb 19, 2021 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 10, 2024 | Initial | $2,435,000 | No comparison | 39 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-512960
Source: Form D, filed May 10, 2024. 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.
| Name | Reported role |
|---|---|
| Robert K Shattuck | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
4725 S Holladay Blvd Suite 130
Holladay, UT, 84117
Holladay, UT, 84117