Form D · Private Equity Fund

EquityZen Growth Technology Fund LLC - Series 29

New York, NY · CIK 0001668430

Offering snapshot reported Mar 3, 2016 · SEC filing

Reported sold
$175K
Offering amount: $175K
Investors reported
5
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 26, 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 3, 2016Initial$174,998No comparison5SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$8.75K
Finders' fees
$0
Form D file number
021-258472

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Shriram Bhashyan4580119Wealthforge, LLC · CRD 152550
Phil Haslett5563192Wealthforge, LLC · CRD 152550
Nathaniel Disston6459947Wealthforge, LLC · CRD 152550

Source: Form D, filed Mar 3, 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 29

Investment adviser: EQUITYZEN ADVISORS LLC

Gross asset value
$175K
Beneficial owners
5
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

Fund administrator ASSURE FUND MANAGEMENT II, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
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 805-9183269342

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
NameReported role
Jens Beyrich Executive
Shriram Bhashyam Director, Executive
Inc Equity Zen Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
26 W. 17th Street 2nd Floor
New York, NY, 10011