Form D · Other Investment Fund

HealthTrend - Salute Safety Dec 2021 a Series of CGF2021 LLC

Claymont, DE · CIK 0001901837

Offering snapshot reported Dec 29, 2021 · SEC filing

Reported sold
$1.05M
Offering amount: $1.05M
Investors reported
23
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 14, 2021
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
Dec 29, 2021Initial$1,054,620No comparison23SEC 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
021-427142

Source: Form D, filed Dec 29, 2021. 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 - SALUTE SAFETY DEC 2021, A SERIES OF CGF2021 LLC

Investment adviser: HEALTHTREND CAPITAL LLC

Gross asset value
$1M
Beneficial owners
23
ADV minimum commitment
$5K

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 805-5271872795

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