Form D · Other Investment Fund

EG Series I, a series of Elevation Opportunities, LLC

Salt Lake City, UT · CIK 0001851615

Offering snapshot reported Dec 29, 2021 · SEC filing

Reported sold
$1.7M
Offering amount: $1.7M
Investors reported
18
Form D · investor count
Minimum accepted
$2.5K
Reported outside-investor minimum
First sale
Apr 13, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$850K$1.7MAug 23, 2021: $1,366,230.00Aug 23, 2021Oct 5, 2021: $1,531,030.00Oct 5, 2021Nov 29, 2021: $1,537,030.00Nov 29, 2021Dec 15, 2021: $1,646,910.00Dec 29, 2021: $1,700,910.00Dec 29, 2021

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$1,646,910 → $1,700,910

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 29, 2021Amendment$1,700,910$54,000vs Dec 15, 202118SEC filing
Dec 15, 2021Amendment$1,646,910$109,880vs Nov 29, 202118SEC filing
Nov 29, 2021Amendment$1,537,030$6,000vs Oct 5, 202118SEC filing
Oct 5, 2021Amendment$1,531,030$164,800vs Aug 23, 202118SEC filing
Aug 23, 2021Amendment$1,366,230No comparisonNot reportedSEC filing
Jul 27, 2021Amendment$1,261,430No comparisonNot reportedSEC filing
May 24, 2021Amendment$852,230No comparisonNot reportedSEC filing
May 4, 2021Amendment$650,000$522,500vs Apr 20, 202116SEC filing
Apr 20, 2021Initial$127,500No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-396360

Source: Form D, filed Dec 29, 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.

People and organizations reported in Form D filings
NameReported role
Llc Assure Fund Management Ii Director
Jeremy Neilson Executive
Richard Thoms Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6510 S Millrock Drive Suite 400
Salt Lake City, UT, 84121