Form D · Other Investment Fund
InvestWise Collective LLC
Dublin, OH · CIK 0001983795
Offering snapshot reported Oct 3, 2024 · SEC filing
- Reported sold
- $2.64M Offering amount: $20M
- Investors reported
- 35 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 2, 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 3, 2024 | Amendment | $2,640,917 | $0vs Aug 7, 2024 | 35 | SEC filing |
| Aug 7, 2024 | Amendment | $2,640,917 | No comparison | 35 | SEC filing |
| Aug 7, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-488917
Source: Form D, filed Oct 3, 2024. 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 |
|---|---|
| David Haire | Director |
| Paul Shannon | Director |
| Ryan Stieg | Director |
| Pat Wills | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dublin, OH, 43016