Form D · Private Equity Fund
EquityZen Growth Technology Fund LLC - Series 28
New York, NY · CIK 0001665609
Offering snapshot reported Feb 4, 2016 · SEC filing
- Reported sold
- $525K Offering amount: $525K
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 29, 2016 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 |
|---|---|---|---|---|---|
| Feb 4, 2016 | Initial | $525,000 | No comparison | 13 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $26.3K
- Finders' fees
- $0
- Form D file number
- 021-256675
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Shriram Bhashyan | 4580119 | Wealthforge, LLC · CRD 152550 |
| Phil Haslett | 5563192 | Wealthforge, LLC · CRD 152550 |
| Nathaniel Disston | 6459947 | Wealthforge, LLC · CRD 152550 |
Source: Form D, filed Feb 4, 2016. 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
EQUITYZEN GROWTH TECHNOLOGY FUND LLC - SERIES 28
Investment adviser: EQUITYZEN ADVISORS LLC
- Gross asset value
- $525K
- Beneficial owners
- 13
- ADV minimum commitment
- $0
Reported in Form ADV on Feb 11, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Filing source
Form ADV 1275654 · Feb 11, 2019 · Schedule D 7.B.(1), fund 805-7873912166
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 |
|---|---|
| Llc Assure Fund Management | Director |
| Jens Beyrich | Executive |
| Shriram Bhashyam | Director, Executive |
| Inc. Equity Zen | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10038