Form D · Hedge Fund
Elevate Fund, LLC
Eagle, CO · CIK 0001815926
Offering snapshot reported Jun 24, 2020 · SEC filing
- Reported sold
- $500K Offering amount: $5M
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 10, 2020 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 |
|---|---|---|---|---|---|
| Jun 24, 2020 | Initial | $500,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-369590
offering amount is estimated...there isn't a hard and fast number we plan to hold to
Source: Form D, filed Jun 24, 2020. 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
THE ELEVATE FUND, LLC
Investment adviser: ELEVATE VENTURES, LTD.
- Gross asset value
- $7.02M
- Beneficial owners
- 30
- ADV minimum commitment
- $100K
Reported in Form ADV on Jan 31, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MICHAEL COGLIANESE CPA, PC
PCAOB 3874
Filing source
Form ADV 1707733 · Jan 31, 2023 · Schedule D 7.B.(1), fund 805-4554367146
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.
| Name | Reported role |
|---|---|
| Shane R Fleury | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Eagle, CO, 81631