Form D · Other Investment Fund

DVI LLC Series WK

Wilmington, DE · CIK 0001967382

Offering snapshot reported Dec 29, 2023 · SEC filing

Reported sold: $8.98M
Investors reported: 70
Minimum accepted: $0
First sale: Mar 16, 2023

Fundraising history

Reported sold

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$6,091,192 → $8,976,192
Reported investors54 → 70

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 29, 2023	Amendment	$8,976,192	$2,885,000vs Dec 15, 2023	70	SEC filing
Dec 15, 2023	Amendment	$6,091,192	$550,000vs May 4, 2023	54	SEC filing
May 4, 2023	Amendment	$5,541,192	$2,000,494vs Mar 29, 2023	51	SEC filing
Mar 29, 2023	Initial	$3,540,698	No comparison	28	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $898K (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-477355

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Allied Millennial Partners, LLC	16569

Source: Form D, filed Dec 29, 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

DVI LLC, SERIES WK

Investment adviser: MILLENNIAL ADVISERS, LLC.

Gross asset value: $7.35M
Beneficial owners: 70
ADV minimum commitment: $50K

Reported in Form ADV on Jul 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WEAVER AND TIDWELL, LLP LOS ANGELES, California, United States

Marketer ALLIED MILLENNIAL PARTNERS, LLC NEW YORK, New York, United States Related to adviser: Yes

Provider details

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

WEAVER AND TIDWELL, LLP
PCAOB 410

ALLIED MILLENNIAL PARTNERS, LLC
CRD 16569 · SEC 8-34176

Filing source

Form ADV 2100314 · Jul 20, 2026 · Schedule D 7.B.(1), fund 805-8991282705

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
Name	Reported role
John Parmigiani	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

251 Little Falls Drive
Wilmington, DE, 19808