Form D · Other Investment Fund
FWCM-BRE Services - Allocations Funds LLC
Little Rock, AR · CIK 0001999306
Offering snapshot reported Nov 2, 2023 · SEC filing
- Reported sold
- $5.69M Offering amount: $5.69M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Oct 26, 2023 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 2, 2023 | Initial | $5,685,000 | No comparison | 18 | SEC filing |
| Nov 2, 2023 | Amendment | $5,685,000 | $0vs Nov 2, 2023 | 18 | SEC filing |
| Nov 2, 2023 | Amendment | $5,685,000 | $0vs Nov 2, 2023 | 18 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-496306
Source: Form D, filed Nov 2, 2023. 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 Allocations Fund Administration, | Executive |
| Llc Front Wave Capital Management | Director |
| Llc Fwcm Bre Services Allocations Funds | Director |
| Hoang Phan | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Little Rock, AR, 72211