Form D · Other Investment Fund
Fund EQ-PCZ, a series of Equidate Investments LLC
Salt Lake City, UT · CIK 0001722828
Offering snapshot reported Dec 20, 2017 · SEC filing
- Reported sold
- $51.1K Offering amount: $51.1K
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $20K Reported outside-investor minimum
- First sale
- Dec 19, 2017 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 |
|---|---|---|---|---|---|
| Dec 20, 2017 | Initial | $51,100 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $766
- Finders' fees
- $0
- Form D file number
- 021-301244
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Equidate Markets, LLC | 166555 | Equidate Markets, LLC · CRD 166555 |
Source: Form D, filed Dec 20, 2017. 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 |
|---|---|
| Llc Assure Fund Management Ii | Director |
| Jeremy Neilson | Executive |
| Ade Ojo | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
2150 S. 1300 E. Ste 360
Salt Lake City, UT, 84106
Salt Lake City, UT, 84106