Form D · Other
Aver Inverstments, LLC
San Francisco, CA · CIK 0001653788
Offering snapshot reported Sep 24, 2015 · SEC filing
- Reported sold
- Yet to sell Offering amount: $4M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Sep 24, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $240K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-248193
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Matrix Capital Group, Inc. | 33364 |
Source: Form D, filed Sep 24, 2015. 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
AVER INVESTMENTS, LLC
Investment adviser: J2 PARTNERS LLC
- Gross asset value
- $1.01M
- Beneficial owners
- 9
- ADV minimum commitment
- $250K
Reported in Form ADV on Mar 26, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1284261 · Mar 26, 2019 · Schedule D 7.B.(1), fund 805-6380785244
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.
| Name | Reported role |
|---|---|
| John W. Eugster | Director, Executive |
Issuer details
Industry: Other (See others in industry)
Address:San Francisco, CA, 94123