Form D · Other Investment Fund
Diversified Income Strategy Fund, LLC
Huntington Beach, CA · CIK 0001793329
Offering snapshot reported Nov 7, 2024 · SEC filing
- Reported sold
- $7.33M Offering amount: $25M
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Nov 7, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 7, 2024 | Initial | $7,329,617 | No comparison | 15 | SEC filing |
| Feb 24, 2023 | Initial | $6,609,483 | No comparison | 15 | SEC filing |
| Feb 22, 2022 | Amendment | $6,378,641 | $1,006,367vs Nov 23, 2020 | 10 | SEC filing |
| Nov 23, 2020 | Amendment | $5,372,274 | No comparison | 10 | SEC filing |
| Nov 6, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Debt, Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-528826
none
Source: Form D, filed Nov 7, 2024. 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 |
|---|---|
| Clifford C Adkins | Director, Executive |
| Clifford Adkins, Ii | Director, Executive, Promoter |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
16152 Beach Blvd Suite 120
Huntington Beach, CA, 92647
Huntington Beach, CA, 92647