Form D · Private Equity Fund

CLARIUS SMARTSHEET SPV, LLC

Seattle, WA · CIK 0002053863

Offering snapshot reported Jan 29, 2025 · SEC filing

Reported sold
$7.97M
Offering amount: $7.97M
Investors reported
22
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jan 21, 2025
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
Jan 29, 2025Initial$7,965,000No comparison22SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
Yes
Sales commissions
$0
Finders' fees
$0
Form D file number
021-536676

Source: Form D, filed Jan 29, 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

SMARTSHEET SPV, LLC

Investment adviser: CLEARSTEAD ADVISORS, LLC

Gross asset value
$7.77M
Beneficial owners
32
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 FORMIDIUM CORP DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES DENVER, Colorado, United States
Custodian SEATTLE BANK SEATTLE, Washington, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES
PCAOB 349

SEATTLE BANK
LEI 549300X01FL2VJJGCI54

Filing source

Form ADV 2122635 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-6505078283

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
Cameron Lamarche Director
Chelsea Luzier Director
Matthew Talbot Executive
Keith Vernon Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
999 3 Rd Avenue Suite 3050
Seattle, WA, 98104