Form D · Venture Capital Fund

Cupola FS Direct, LLLP

Englewood, CO · CIK 0001639861

Offering snapshot reported Apr 21, 2015 · SEC filing

Reported sold: $3.87M
Investors reported: 27
Minimum accepted: $50K
First sale: Apr 7, 2015

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 21, 2015	Initial	$3,870,000	No comparison	27	SEC 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: 021-238320

Source: Form D, filed Apr 21, 2015. 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

CUPOLA FS DIRECT, LLLP

Investment adviser: ASSET MANAGEMENT GROUP INVESTMENT CORP.

Gross asset value: $11.5M
Beneficial owners: 34
ADV minimum commitment: $50K

Reported in Form ADV on Dec 24, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator AMG NATIONAL TRUST BANK GREENWOOD VILLAGE, Colorado, United States Investor statements: No (provided to no investors) Related to adviser: Yes

Auditor HAYNIE AND COMPANY LITTLETON, Colorado, United States

Custodian AMG NATIONAL TRUST BANK GREENWOOD VILLAGE, Colorado, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

HAYNIE AND COMPANY
PCAOB 457

Filing source

Form ADV 2032231 · Dec 24, 2025 · Schedule D 7.B.(1), fund 805-4234211428

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Cupola FS Direct, LLLP (this fund)	Apr 21, 2015	$3,870,000	27
Cupola FS Direct II, LLLP	May 9, 2017	$4,050,000	27

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
Name	Reported role
Michael D Bergmann	Executive
Earl L Wright	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

6501 East Belleview Avenue #400
Englewood, CO, 80111