Form D · Hedge Fund

AX MOMENTUM, L.P.

Carmel, IN · CIK 0001686885

Offering snapshot reported May 20, 2024 · SEC filing

Reported sold
$4.44M
Indefinite offering
Investors reported
34
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Nov 25, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.24M$6.48MDec 5, 2016: $400,000.00Dec 5, 2016Feb 3, 2017: $400,000.00Jan 2, 2018: $465,000.00Jan 31, 2018: $465,000.00Dec 14, 2020: $4,805,045.00Feb 11, 2021: $2,419,659.00May 18, 2021: $5,475,387.00May 18, 2022: $6,477,594.00May 18, 2023: $2,088,777.00May 20, 2024: $4,437,376.00May 20, 2024

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$2,088,777 → $4,437,376

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 20, 2024Amendment$4,437,376$2,348,599vs May 18, 202334SEC filing
May 18, 2023Amendment$2,088,777-$4,388,817vs May 18, 202234SEC filing
May 18, 2022Amendment$6,477,594$1,002,207vs May 18, 202138SEC filing
May 18, 2021Amendment$5,475,387$3,055,728vs Feb 11, 202130SEC filing
Feb 11, 2021Amendment$2,419,659-$2,385,386vs Dec 14, 20206SEC filing
Dec 14, 2020Amendment$4,805,045$4,340,045vs Jan 31, 20185SEC filing
Jan 31, 2018Amendment$465,000$0vs Jan 2, 20186SEC filing
Jan 2, 2018Amendment$465,000$65,000vs Dec 5, 20166SEC filing
Feb 3, 2017Amendment$400,000$0vs Dec 5, 20163SEC filing
Dec 5, 2016Initial$400,000No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-275630
annual amendment

Source: Form D, filed May 20, 2024. 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 Future Set, Llc Executive
John Sarson Executive
Series Crypto And Income Sarson Funds Investment Management, Llc S Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
484 E Carmel Dr #226
Carmel, IN, 46032