Form D · Other Banking and Financial Services

Beta Aequitas LLC

Charleston, SC · CIK 0001801987

Offering snapshot reported Feb 3, 2020 · SEC filing

Reported sold
Yet to sell
Offering amount: $3M
Investors reported
0
Form D · investor count
Minimum accepted
$25K
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
Feb 3, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-359595

Source: Form D, filed Feb 3, 2020. 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

BETA AEQUITAS LLC

Investment adviser: WARREN CAPITAL MANAGEMENT, INC.

Gross asset value
$2.5M
Beneficial owners
15
ADV minimum commitment
$15K

Reported in Form ADV on Feb 25, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1596528 · Feb 25, 2022 · Schedule D 7.B.(1), fund 805-3875596959

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
Joseph Warren Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
255 St. Philip Street
Charleston, SC, 29403