Form D · Investing

AVI ADVISORS, LLC

Radnor, PA · CIK 0001550428

Offering snapshot reported Aug 12, 2014 · SEC filing

Reported sold
$826K
Offering amount: $1.25M
Investors reported
7
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 3, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$413K$826KMay 22, 2012: $7,500.00May 22, 2012Jun 18, 2012: $7,500.00Jul 10, 2013: $826,250.00Jul 10, 2013Aug 12, 2014: $826,250.00Aug 12, 2014

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 12, 2014Amendment$826,250$0vs Jul 10, 20137SEC filing
Jul 10, 2013Amendment$826,250$818,750vs Jun 18, 20127SEC filing
Jun 18, 2012Amendment$7,500$0vs May 22, 20125SEC filing
May 22, 2012Initial$7,500No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-178622

Source: Form D, filed Aug 12, 2014. 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
Avi Management, Llc Promoter
James Dunn, Jr. Executive
W. Joseph Thompson Executive
Kenneth Traub Executive
Darren C. Wallis Executive

Issuer details

Industry: Investing (See others in industry)

Address:
555 E. Lancaster Avenue Suite 520
Radnor, PA, 19087