Form D · Other Investment Fund
CoastEdge Opportunity Fund XII, LLC
La Jolla, CA · CIK 0001954413
Offering snapshot reported Dec 6, 2023 · SEC filing
- Reported sold
- $13.3M Indefinite offering
- Investors reported
- 24 Form D · investor count
- Minimum accepted
- $200K Reported outside-investor minimum
- First sale
- Feb 22, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 24
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 6, 2023 | Amendment | $13,300,000 | No comparison | 24 | SEC filing |
| Dec 19, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-467907
Source: Form D, filed Dec 6, 2023. 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.
| Name | Reported role |
|---|---|
| Coast Edge Partners Llc | Executive, Promoter |
| Richard J. Effress | Executive, Promoter |
| Alex Ponchak | Executive |
| Steven Simpson | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
888 Prospect Street Suite 220
La Jolla, CA, 92037
La Jolla, CA, 92037