Form D · Other Investment Fund
Fidelis Financial Planning LLC
West Palm Beach, FL · CIK 0001739521
Offering snapshot reported May 13, 2019 · SEC filing
- Reported sold
- $5.84M Offering amount: $20M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Aug 9, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 2
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 13, 2019 | Amendment | $5,838,000 | No comparison | 2 | SEC filing |
| May 3, 2019 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| May 11, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0
- Form D file number
- 021-312151
Have not engaged, but may engage qualified broker-dealer(s) or outside salesperson(s) in connection with the Offering.
Source: Form D, filed May 13, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Michael Furman | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1615 Forum Place, #500
West Palm Beach, FL, 33401
West Palm Beach, FL, 33401