Form D · Other Investment Fund

EquityBee 04 2020 5216, a series of EquityBee Master, LLC

Salt Lake City, UT · CIK 0001813255

Offering snapshot reported Jul 28, 2020 · SEC filing

Reported sold: $40K
Investors reported: 3
Minimum accepted: $1K
First sale: Jul 23, 2020

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
Jul 28, 2020	Initial	$40,009	No comparison	3	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06c, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-371953

Source: Form D, filed Jul 28, 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

EQUITYBEE 04 2020 5216, A SERIES OF EQUITYBEE MASTER, LLC

Investment adviser: EQUITYBEE ADVISORS, LLC

Gross asset value: $40K
Beneficial owners: 3
ADV minimum commitment: $10K

Reported in Form ADV on Apr 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes

Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Filing source

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1), fund 805-1855636304

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.

People and organizations reported in Form D filings
Name	Reported 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 South Millrock Drive Suite 400
Salt Lake City, UT, 84121