Form D · Other Investment Fund

Fund EQ-VUR, a series of Equidate Investments LLC

Salt Lake City, UT · CIK 0001704054

Offering snapshot reported Apr 2, 2019 · SEC filing

Reported sold
$8.88M
Offering amount: $8.88M
Investors reported
13
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 18, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.56M$9.13MApr 26, 2017: $245,812.00Apr 26, 2017Jul 13, 2017: $570,812.00Feb 8, 2018: $3,572,812.00Apr 4, 2018: $3,598,287.00Apr 4, 2018: $6,339,397.00Aug 3, 2018: $9,126,362.00Apr 2, 2019: $8,880,550.00Apr 2, 2019: $8,880,550.00Apr 2, 2019

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$9,126,362 → $8,880,550
  • Reported investors14 → 13
  • Minimum accepted$20,000 → $0

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 2, 2019Amendment$8,880,550-$245,812vs Aug 3, 201813SEC filing
Apr 2, 2019Amendment$8,880,550-$245,812vs Aug 3, 201813SEC filing
Aug 3, 2018Amendment$9,126,362$2,786,965vs Apr 4, 201814SEC filing
Apr 4, 2018Amendment$3,598,287$25,475vs Feb 8, 20185SEC filing
Apr 4, 2018Amendment$6,339,397$2,741,110vs Apr 4, 20189SEC filing
Feb 8, 2018Amendment$3,572,812$3,002,000vs Jul 13, 20174SEC filing
Jul 13, 2017Amendment$570,812$325,000vs Apr 26, 20173SEC filing
Apr 26, 2017Initial$245,812No comparison1SEC filing

Offering details

Securities
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
021-285487

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Equidate Markets, LLC166555Equidate Markets, LLC · CRD 166555

Source: Form D, filed Apr 2, 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.

People and organizations reported in Form D filings
NameReported role
Llc Assure Fund Management Ii Director
Mateo Johnson Executive
Jeremy Neilson Executive
Erin Rosenthal Executive
Richard Thoms Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6510 South Millrock Drive Suite 400 Ste 360
Salt Lake City, UT, 84121