Form D · Other Investment Fund

Echelon Capital Strategies, LLC

Oakland, CA · CIK 0001589568

Offering snapshot reported Jun 6, 2018 · SEC filing

Reported sold
$5.51M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
May 28, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.21M$6.42MNov 7, 2013: $5,722,293.00Nov 7, 2013Jan 16, 2014: $5,722,293.00Jan 15, 2015: $5,722,293.00May 22, 2015: $6,360,000.00May 23, 2016: $6,419,999.00Jun 6, 2017: $5,508,760.00Jun 6, 2018: $5,508,760.00Jun 6, 2018: $5,508,760.00Jun 6, 2018

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 6, 2018Amendment$5,508,760$0vs Jun 6, 20178SEC filing
Jun 6, 2018Amendment$5,508,760$0vs Jun 6, 20188SEC filing
Jun 6, 2017Amendment$5,508,760-$911,239vs May 23, 20168SEC filing
May 23, 2016Amendment$6,419,999$59,999vs May 22, 20156SEC filing
May 22, 2015Amendment$6,360,000$637,707vs Jan 15, 20156SEC filing
Jan 15, 2015Amendment$5,722,293$0vs Jan 16, 20146SEC filing
Jan 16, 2014Amendment$5,722,293$0vs Nov 7, 20136SEC filing
Nov 7, 2013Initial$5,722,293No comparison6SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-205976

Source: Form D, filed Jun 6, 2018. 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.

People and organizations reported in Form D filings
NameReported role
Ryan Davis Executive
N/A Echelon Capital Strategies, Llc Promoter
Charles Jones Executive
Charles Moldow Executive
Andrew Rudd Executive
Scott Ryles Executive
William Trenchard Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
555 12th Street, Ste. 500
Oakland, CA, 94607