Form D · Other

Bellows Morgan LLC

New York, NY · CIK 0001673867

Offering snapshot reported Jun 28, 2016 · SEC filing

Reported sold
$400K
Offering amount: $400K
Investors reported
18
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Apr 21, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$200K$400KMay 5, 2016: $188,333.00May 5, 2016Jun 28, 2016: $400,000.00Jun 28, 2016

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$188,333 → $400,000
  • Reported investors5 → 18

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 28, 2016Amendment$400,000$211,667vs May 5, 201618SEC filing
May 5, 2016Initial$188,333No comparison5SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$40K
Finders' fees
$0
Form D file number
021-262630
To be paid to WealthForge Securities, LLC CRD #152550

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
WealthForge Securities, LLC152550WealthForge Securities, LLC · CRD 152550

Source: Form D, filed Jun 28, 2016. 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
Jay Greenberg Executive
Max Volsky Executive

Issuer details

Industry: Other (See others in industry)

Address:
33 Whitehall Street
New York, NY, 10004