Form D · Other Investment Fund

Avistone Strategic Fund I, L.P.

Lone Tree, CO · CIK 0001891230

Offering snapshot reported Oct 29, 2021 · SEC filing

Reported sold
$7.01M
Offering amount: $50M
Investors reported
59
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Oct 15, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 29, 2021Initial$7,005,000No comparison59SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-419262
WealthForge Securities, LLC will receive a Placement Fee based on a percentage of the Total Sales as outlined in the offering documents. Such amount is indeterminable at this time.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
WealthForge Securities, LLC152550

Source: Form D, filed Oct 29, 2021. 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 Avistone Investors Iii Gp, Llc Director
N/A Avistone, Llc Director, Executive
N/A Avistone Manager Iii, Llc Director, Executive
Daniel P. Culler Director, Executive
Richard M. Kent Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
10375 Park Meadows Drive, Suite 280
Lone Tree, CO, 80124