Form D · Private Equity Fund

Auto Loan Fund, LLC

Draper, UT · CIK 0001709943

Offering snapshot reported Nov 23, 2020 · SEC filing

Reported sold: $12.9M
Investors reported: 63
Minimum accepted: $100K
First sale: Jun 14, 2017

Fundraising history

Reported sold

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$4,056,238 → $12,949,301
Reported investors20 → 63

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 23, 2020	Amendment	$12,949,301	$8,893,063vs Dec 28, 2018	63	SEC filing
Dec 28, 2018	Amendment	$4,056,238	$53,878vs Sep 6, 2018	20	SEC filing
Sep 6, 2018	Amendment	$4,002,360	$3,702,360vs Jun 27, 2017	20	SEC filing
Jun 27, 2017	Initial	$300,000	No comparison	1	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-289454

Source: Form D, filed Nov 23, 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

AUTO LOAN FUND, LLC

Investment adviser: FORESIGHT WEALTH MANAGEMENT, LLC

Gross asset value: $13.2M
Beneficial owners: 65
ADV minimum commitment: $100K

Reported in Form ADV on Sep 9, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor WSRP, LLC SALT LAKE CITY, Utah, United States

Custodian ZIONS BANCORPORATION, N.A. DRAPER, Utah, 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

WSRP, LLC
PCAOB 374

ZIONS BANCORPORATION, N.A.
LEI 8WH0EE09O9V05QJZ3V89

Filing source

Form ADV 1675108 · Sep 9, 2022 · Schedule D 7.B.(1), fund 805-7954156255

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
Name	Reported role
Eric Stats	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

11550 South 700 East
Draper, UT, 84020