Form D · Private Equity Fund

EquityZen Thematic Fund LLC - Future of Health Series 1

New York, NY · CIK 0001833437

Offering snapshot reported Dec 17, 2020 · SEC filing

Reported sold: $1.31M
Investors reported: 99
Minimum accepted: $10K
First sale: Nov 13, 2020

Fundraising history

Reported sold

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$942,220 → $1,312,200
Reported investors68 → 99

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 17, 2020	Amendment	$1,312,200	$369,980vs Nov 24, 2020	99	SEC filing
Nov 24, 2020	Initial	$942,220	No comparison	68	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-381386

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
EquityZen Securities LLC	281820	EquityZen Securities LLC · CRD 281820

Source: Form D, filed Dec 17, 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

EQUITYZEN THEMATIC FUND LLC - FUTURE OF HEALTH SERIES 1

Investment adviser: EQUITYZEN ADVISORS LLC

Gross asset value: $799K
Beneficial owners: 99
ADV minimum commitment: $10K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HC GLOBAL FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian SOUTHSTATE BANK, N.A. WINTER HAVEN, Florida, 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 2084371 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9241724216

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
Llc Equity Zen Advisors	Director, Executive
Philip Haslett	Director, Executive
Richard Thoms	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

30 Broad Street Suite 1200
New York, NY, 10004