Form D · Venture Capital Fund

KLD Investors LLC

Alexandria, VA · CIK 0001741541

Offering snapshot reported Dec 11, 2019 · SEC filing

Reported sold
$5.74M
Offering amount: $5.74M
Investors reported
20
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 4, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 20

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 11, 2019Amendment$5,740,000No comparison20SEC filing
May 22, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-312936

Source: Form D, filed Dec 11, 2019. 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

KLD INVESTORS LLC

Investment adviser: PATHSTONE FAMILY OFFICE, LLC

Gross asset value
$0
Beneficial owners
20
ADV minimum commitment
$0

Reported in Form ADV on Apr 8, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE SEATTLE, Washington, United States
Custodian JPMORGAN CHASE BANK, NA NEWARK, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE
PCAOB 34

Filing source

Form ADV 1977712 · Apr 8, 2025 · Schedule D 7.B.(1), fund 805-3172749017

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
N/A Dyson Capital Advisors Llc Director
Nicholas Perrins Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
201 N Union Street Ste. 300
Alexandria, VA, 22314