Form D · Private Equity Fund

Lakeside Aggressive Growth Fund, LLC

Seattle, WA · CIK 0001496392

Offering snapshot reported Feb 13, 2013 · SEC filing

Reported sold
$2.39M
Offering amount: $25M
Investors reported
17
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 1, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.19M$2.39MJul 14, 2010: $650,000.00Jul 14, 2010Feb 13, 2013: $2,385,838.00Feb 13, 2013

Dates 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$650,000 → $2,385,838
  • Reported investors4 → 17

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 13, 2013Amendment$2,385,838$1,735,838vs Jul 14, 201017SEC filing
Jul 14, 2010Initial$650,000No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-144913

Source: Form D, filed Feb 13, 2013. 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

LAKESIDE AGGRESSIVE GROWTH FUND, LLC

Investment adviser: MARSHALL & SULLIVAN INC

Gross asset value
$1.2M
Beneficial owners
17
ADV minimum commitment
$25K

Reported in Form ADV on Jan 17, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor MOSS ADAMS SEATTLE, Washington, United States
Custodian HERITAGE BANK BELLEVUE, Washington, 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

MOSS ADAMS
PCAOB 659

Filing source

Form ADV 1928091 · Jan 17, 2025 · Schedule D 7.B.(1), fund 805-7264207080

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
Dennis Daugs Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1938 43 Rd Avenue East
Seattle, WA, 98112