Form D · Other Investment Fund

FUNDVIEWS SERIES, LLC FVC PREFERRED I SERIES OF FUNDVIEWS SERIES LLC

Doral, FL · CIK 0001984379

Offering snapshot reported Oct 24, 2024 · SEC filing

Reported sold
$1.17M
Indefinite offering
Investors reported
11
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jul 1, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 11

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 24, 2024Amendment$1,170,000No comparison11SEC filing
Jul 10, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-486312

Source: Form D, filed Oct 24, 2024. 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

FVC PREFERRED FUND I SERIES OF FUNDVIEWS SERIES LLC

Investment adviser: FUNDVIEWS CAPITAL, LLC

Gross asset value
$2.45M
Beneficial owners
12
ADV minimum commitment
$100K

Reported in Form ADV on Apr 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ESSENTIAL FUND SERVICES INTERNATIONAL, LLC SUMMIT, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor AKRAM & ASSOCIATES PLLC CARY, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

AKRAM & ASSOCIATES PLLC
PCAOB 5961

Filing source

Form ADV 2097421 · Apr 28, 2026 · Schedule D 7.B.(1), fund 805-8746862573

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
NameReported role
Greg Poapst Executive
Gregory Poapst Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3785 Nw 82nd Ave Suite 304
Doral, FL, 33166