Form D · Other Health Care

Avalon Health Management LLC

Tampa, FL · CIK 0001599567

Offering snapshot reported Feb 17, 2017 · SEC filing

Reported sold
$714K
Offering amount: $725K
Investors reported
33
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 21, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$467K$934KFeb 21, 2014: $933,798.00Feb 21, 2014Feb 3, 2015: $470,383.00Feb 3, 2015Feb 17, 2016: $714,285.00Feb 17, 2016Feb 17, 2017: $714,285.00Feb 17, 2017

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$470,383 → $714,285
  • Reported investors18 → 33

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 17, 2017Amendment$714,285$243,902vs Feb 3, 201533SEC filing
Feb 17, 2016Amendment$714,285$243,902vs Feb 3, 201531SEC filing
Feb 3, 2015Amendment$470,383-$463,415vs Feb 21, 201418SEC filing
Feb 21, 2014Initial$933,798No comparison14SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-212296
The offering includes (i) up to 7,247,387 Class A units issued at $.10 per unit and (ii) up to 78,466,899 profits units which are being issued for no cash consideration.
Profits Units

Source: Form D, filed Feb 17, 2017. 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
N/A Avalon Health Manager, Llc Director
Adam Boehler Executive
James Chow Executive
Jonathan Gavras Executive
Gregg Haddad Executive
William Kerr Executive
Steven D. Morgan Executive
Nick Pace Executive
Gordon Sween Executive
Jessee Webb Executive

Issuer details

Industry: Other Health Care (See others in industry)

Address:
3405 W. Dr. Martin Luther King Jr. Blvd. Ste. 200
Tampa, FL, 33607