Form D · Other Investment Fund

HEALTHTREND CAPITAL GEM HEALTH 3-22 A SERIES OF CGF2021 LLC

Claymont, DE · CIK 0001920532

Offering snapshot reported Mar 31, 2022 · SEC filing

Reported sold
$168K
Offering amount: $168K
Investors reported
9
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 25, 2022
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
Mar 31, 2022Initial$167,790No comparison9SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-439771

Source: Form D, filed Mar 31, 2022. 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

HEALTHTREND CAPITAL - GEM HEALTH 3/22, A SERIES OF CGF2021 LLC

Investment adviser: HEALTHTREND CAPITAL LLC

Gross asset value
$155K
Beneficial owners
9
ADV minimum commitment
$1K

Reported in Form ADV on Mar 31, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SYDECAR LLC HOUSTON, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 1861311 · Mar 31, 2024 · Schedule D 7.B.(1), fund 805-3071699088

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
Theodore Stiefel Executive
Llc Sydecar Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2093 Philadelphia Pike 5885
Claymont, DE, 19703