Form D · Other

Gold Tree Partners LLC

16 Th Floor, NY · CIK 0001801003

Offering snapshot reported Feb 25, 2020 · SEC filing

Reported sold
$1.21M
Offering amount: $1.21M
Investors reported
34
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Jan 14, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$605K$1.21MJan 28, 2020: $1,190,000.00Jan 28, 2020Feb 25, 2020: $1,210,000.00Feb 25, 2020

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$1,190,000 → $1,210,000
  • Reported investors32 → 34

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 25, 2020Amendment$1,210,000$20,000vs Jan 28, 202034SEC filing
Jan 28, 2020Initial$1,190,000No comparison32SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$6.05K
Finders' fees
$0
Form D file number
021-359114
To be paid to WealthForge Securities LLC CRD #152550

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
WealthForge Securities LLC152550WealthForge Securities LLC · CRD 152550

Source: Form D, filed Feb 25, 2020. 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

GOLD TREE PARTNERS LLC

Investment adviser: LAWSHARES, LLC

Gross asset value
$1.35M
Beneficial owners
34
ADV minimum commitment
$91K

Reported in Form ADV on Feb 22, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian ATLANTIC CAPITAL BANK ATLANTA, Georgia, United States Related to adviser: No
Marketer WEALTHFORGE SECURITIES, LLC RICHMOND, Virginia, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

WEALTHFORGE SECURITIES, LLC
CRD 152550 · SEC 8-68464

Filing source

Form ADV 1492665 · Feb 22, 2021 · Schedule D 7.B.(1), fund 805-2435778096

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
Jay Greenberg Executive
Max Volsky Executive

Issuer details

Industry: Other (See others in industry)

Address:
33 Whitehall Street
16 Th Floor, NY, 10004