Form D · Manufacturing

Globe InvestCo, LLC

Seattle, WA · CIK 0002025012

Offering snapshot reported Jun 12, 2024 · SEC filing

Reported sold
$41.3M
Offering amount: $41.3M
Investors reported
28
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 27, 2024
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 12, 2024Initial$41,250,000No comparison28SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
Yes
Sales commissions
$0
Finders' fees
$0
Form D file number
021-515848

Source: Form D, filed Jun 12, 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

GLOBE INVESTCO, LLC

Investment adviser: WESTWARD MANAGEMENT COMPANY II LLC

Gross asset value
$50.2M
Beneficial owners
28
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FORTIS ACCOUNTING SOLUTIONS BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States
Custodian BANK OF AMERICA SEATTLE, Washington, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

Filing source

Form ADV 2084144 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1975302361

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
Robert Andrew Baldridge Executive
Erik Tolzmann Executive

Issuer details

Industry: Manufacturing (See others in industry)

Address:
2412 Westlake Avenue North Suite 4
Seattle, WA, 98109