Form D · Other Investment Fund

EP Guardian Fund, LLC

Carlsbad, CA · CIK 0001745141

Offering snapshot reported May 8, 2026 · SEC filing

Reported sold
$37.5M
Offering amount: $100M
Investors reported
122
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Sep 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$18.8M$37.5MJul 13, 2021: $13,251,850.00Jul 13, 2021Jun 23, 2022: $13,251,850.00Jun 23, 2022Sep 6, 2023: $23,729,749.00Sep 6, 2023Jun 21, 2024: $30,070,313.00May 8, 2026: $37,535,812.00May 8, 2026

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$30,070,313 → $37,535,812
  • Reported investors95 → 122

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 8, 2026Amendment$37,535,812$7,465,499vs Jun 21, 2024122SEC filing
Jun 21, 2024Amendment$30,070,313$6,340,564vs Sep 6, 202395SEC filing
Sep 6, 2023Amendment$23,729,749$10,477,899vs Jun 23, 202267SEC filing
Jun 23, 2022Amendment$13,251,850$0vs Jul 13, 202146SEC filing
Jul 13, 2021Amendment$13,251,850No comparisonNot reportedSEC filing
Jun 6, 2019AmendmentYet to sellNo comparison0SEC filing
Jun 29, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-315747

Source: Form D, filed May 8, 2026. 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
Aaron Roth Director, Executive, Promoter
Michael Schumacher Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2546 Gateway Road
Carlsbad, CA, 92009