Form D · Other
CWM SOCIAL IMPACT FUND LLC
Boston, MA · CIK 0001815509
Offering snapshot reported Jul 16, 2021 · SEC filing
- Reported sold
- $4.42M Offering amount: $4.42M
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 16, 2021 | Amendment | $4,416,221 | No comparison | Not reported | SEC filing |
| Jul 21, 2020 | Initial | $618,401 | No comparison | 14 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-371463
Source: Form D, filed Jul 16, 2021. 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 |
|---|---|
| Congress Wealth Management Llc | Director |
Issuer details
Industry: Other (See others in industry)
Address:
155 Seaport Blvd., 3 Rd Floor
Boston, MA, 02110
Boston, MA, 02110