Form D · Other Banking and Financial Services
Envest Plus, LLC
Madison, WI · CIK 0001983396
Offering snapshot reported Aug 29, 2023 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Aug 29, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-490949
Source: Form D, filed Aug 29, 2023. 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 |
|---|---|
| Jon A. Bishop | Director, Executive |
| Laura Dreese | Director, Executive |
| Kevin Egolf | Director, Executive |
| John Giegel | Director |
| Sarah Lesar | Director |
| Sarah Odden | Director |
| Wayne Orthwein | Director, Executive |
| Sylvia Panek | Director |
| Elizabeth Rodriguez | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
306 E. Wilson Street, Ste. 2 E
Madison, WI, 53703
Madison, WI, 53703