Form D · Other Investment Fund
Joseph Stone Special Opportunity Fund LLC Series 21Q
Mineola, NY · CIK 0001872482
Offering snapshot reported Jan 28, 2022 · SEC filing
- Reported sold
- $872K Indefinite offering
- Investors reported
- 16 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jun 4, 2021 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$187,400 → $872,400
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 28, 2022 | Amendment | $872,400 | $685,000vs Aug 9, 2021 | 16 | SEC filing |
| Aug 9, 2021 | Amendment | $187,400 | No comparison | Not reported | SEC filing |
| Jul 15, 2021 | Initial | $685,000 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $61.1K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-406449
This amendment reflects the corrected aggregate historical amount sold since the fund's inception.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Joseph Stone Capital LLC | 159744 |
Source: Form D, filed Jan 28, 2022. 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 |
|---|---|
| Damian Maggio | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Mineola, NY, 11501