Form D · Other Banking and Financial Services
Ivy Myrtelle Investment, LLC
Boca Raton, FL · CIK 0002108489
Offering snapshot reported Feb 10, 2026 · SEC filing
- Reported sold
- $3.03M Offering amount: $15M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Jan 30, 2026 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 10, 2026 | Initial | $3,025,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-573046
The SPV had a $15,000,000 investment cap. Upon raising $3,025,000 we closed the SPV to investors therefore there is no remaining to be sold.
Source: Form D, filed Feb 10, 2026. 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 |
|---|---|
| Philip Beer | Executive |
| Joseph Gamberale | Executive |
| Andrew Kamiel | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
3839 Nw Boca Raton Blvd. Suite 100
Boca Raton, FL, 33431
Boca Raton, FL, 33431