Form D · Private Equity Fund

EWM Alternative Investments SPV, LLC - Series 3- Towers & Fiber

Appleton, WI · CIK 0001708920

Offering snapshot reported Sep 14, 2020 · SEC filing

Reported sold: $300K
Investors reported: 2
Minimum accepted: $150K
First sale: Sep 1, 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
Sep 14, 2020	Initial	$300,000	No comparison	2	SEC filing
Jun 13, 2017	Initial	$4,125,000	No comparison	16	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-375428

Source: Form D, filed Sep 14, 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

EWM ALTERNATIVE INVESTMENTS SPV, LLC - SERIES 3 - TOWERS & FIBER

Investment adviser: ENDOWMENT WEALTH MANAGEMENT, INC.

Gross asset value: $163K
Beneficial owners: 18
ADV minimum commitment: $100K

Reported in Form ADV on Jul 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP CHICAGO, Illinois, United States

Custodian AMERICAN NATIONAL BANK FOX CITIES APPLETON, Wisconsin, United States Related to adviser: No

Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Provider details

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

COHNREZNICK LLP
PCAOB 596

AMERICAN NATIONAL BANK FOX CITIES
LEI 549300B63HUNIWL5V50

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 2117829 · Jul 6, 2026 · Schedule D 7.B.(1), fund 805-5660372240

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
Prateek Mehrotra	Promoter
Robert L Riedl	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

W6272 Communication Court
Appleton, WI, 54914-8531