Form D · Other Investment Fund

BB Wealth Management Fund, LP

Minneapolis, MN · CIK 0002018404

Offering snapshot reported Apr 22, 2024 · SEC filing

Reported sold
Yet to sell
Offering amount: $10M
Investors reported
0
Form D · investor count
Minimum accepted
$50K
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 22, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-511192

Source: Form D, filed Apr 22, 2024. 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

BB WEALTH MANAGEMENT FUND, LP

Investment adviser: BB WEALTH GROUP, LLC

Gross asset value
$1M
Beneficial owners
11
ADV minimum commitment
$50K

Reported in Form ADV on Jul 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian COINBASE PRIME NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COINBASE PRIME
LEI 254900GBN2V33HKLXO71

Filing source

Form ADV 2118893 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-7834594905

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.

People and organizations reported in Form D filings
NameReported role
Thomas Kulkis Executive
Max Schwartzman Executive
Tucker Sutton Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4040 West 31 St Street Unit 321
Minneapolis, MN, 55416