Form D · Investing
IPS Investment Fund, LLC - Series I
San Juan, PR · CIK 0001994552
Offering snapshot reported Sep 10, 2024 · SEC filing
- Reported sold
- $859K Offering amount: $20M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Sep 6, 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.
- Reported sold$10,000 → $858,825
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 10, 2024 | Amendment | $858,825 | $848,825vs Sep 22, 2023 | 2 | SEC filing |
| Sep 22, 2023 | Initial | $10,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-492760
Source: Form D, filed Sep 10, 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
IPS INVESTMENT FUND, LLC
Investment adviser: ATON FINANCIAL LLC
- Gross asset value
- $10M
- Beneficial owners
- 3
- ADV minimum commitment
- $250K
Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
DRIVEN, P.S.C.
PCAOB 6817
Filing source
Form ADV 2117233 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-2401824069
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.
| Name | Reported role |
|---|---|
| Giovanni Davila | Executive |
| Osvaldo Rodriguez | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:San Juan, PR, 00917