Form D · Other Investment Fund

CM Investments 2022 LLC - CM MRF 1 LLC

Los Angeles, CA · CIK 0001954029

Offering snapshot reported Nov 3, 2023 · SEC filing

Reported sold
$1.5M
Offering amount: $1.5M
Investors reported
39
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Oct 26, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$751K$1.5MNov 9, 2022: $200,000.00Nov 9, 2022Nov 3, 2023: $1,501,000.00Nov 3, 2023

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$200,000 → $1,501,000
  • Reported investors4 → 39

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 3, 2023Amendment$1,501,000$1,301,000vs Nov 9, 202239SEC filing
Nov 9, 2022Initial$200,000No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-464389

Source: Form D, filed Nov 3, 2023. 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

CM INVESTMENTS 2022 LLC - CM MRF 1 LLC

Investment adviser: CITIZEN MINT ADVISORS LLC

Gross asset value
$461K
Beneficial owners
28
ADV minimum commitment
$10K

Reported in Form ADV on Feb 14, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SYNDICATELY, LLC MANCHESTER, New Hampshire, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor REKDAL HOPKINS HOWARD, PS BELLEVUE, Washington, United States
Custodian VERIDIAN CREDIT UNION INC. WATERLOO, Iowa, 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

REKDAL HOPKINS HOWARD, PS
PCAOB 5996

VERIDIAN CREDIT UNION INC.
LEI 421132695

Filing source

Form ADV 1827500 · Feb 14, 2024 · Schedule D 7.B.(1), fund 805-2648718926

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
Dunford James Executive
Hile Joshua Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
12012 Goshen Avenue #307
Los Angeles, CA, 90049