Form D · Commercial
Canvas Oasis Lakeport LLC
Shawnee, KS · CIK 0001982276
Offering snapshot reported Jan 27, 2025 · SEC filing
- Reported sold
- $10.5M Offering amount: $10.5M
- Investors reported
- 47 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 20, 2023 As reported in this filing
Fundraising history
Reported soldDates 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$7,200,000 → $10,500,000
- Reported investors32 → 47
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 27, 2025 | Amendment | $10,500,000 | $3,300,000vs Jan 14, 2025 | 47 | SEC filing |
| Jan 14, 2025 | Amendment | $7,200,000 | $550,000vs Jun 27, 2023 | 32 | SEC filing |
| Jun 27, 2023 | Initial | $6,650,000 | No comparison | 25 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-485224
Source: Form D, filed Jan 27, 2025. 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
CANVAS OASIS LAKEPORT LLC
Investment adviser: CANVAS WEALTH ADVISORS, LLC
- Gross asset value
- $33.3M
- Beneficial owners
- 50
- ADV minimum commitment
- $25K
Reported in Form ADV on Aug 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT
PCAOB 677
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Filing source
Form ADV 2125469 · Aug 17, 2026 · Schedule D 7.B.(1), fund 805-7600897972
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.
| Name | Reported role |
|---|---|
| N/A Canvas Wealth Advisors Llc | Director |
| Drew Waldron | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:Shawnee, KS, 66203