Form D · Other Investment Fund

Fund EQ - RUA, a series of Equidate Investments LLC

Salt Lake City, UT · CIK 0001674879

Offering snapshot reported Aug 5, 2016 · SEC filing

Reported sold
$722K
Indefinite offering
Investors reported
3
Form D · investor count
Minimum accepted
$20K
Reported outside-investor minimum
First sale
May 12, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$361K$722KJun 30, 2016: $200,390.00Jun 30, 2016Jul 15, 2016: $500,370.00Jul 15, 2016Aug 5, 2016: $722,169.00Aug 5, 2016

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$200,390 → $722,169
  • Reported investors1 → 3

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 5, 2016Amendment$722,169$521,779vs Jun 30, 20163SEC filing
Jul 15, 2016Amendment$500,370$299,980vs Jun 30, 20163SEC filing
Jun 30, 2016Initial$200,390No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$72.2K (estimated)
Finders' fees
$0
Form D file number
021-266133

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Carrollton Capital Partners, LLC165470Offerboard Securities · CRD 165470

Source: Form D, filed Aug 5, 2016. 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.

People and organizations reported in Form D filings
NameReported role
Llc Assure Fund Management Ii Director
Jens Beyrich Executive
Jeremy Neilson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2150 S 1300 E Suite 360
Salt Lake City, UT, 84106