Form D · Other

LexInvest Fund 10 LLC

New York, NY · CIK 0001658782

Offering snapshot reported Jan 21, 2016 · SEC filing

Reported sold
$1M
Offering amount: $1M
Investors reported
17
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Nov 3, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$500K$1MNov 18, 2015: $755,000.00Nov 18, 2015Jan 21, 2016: $1,000,000.00Jan 21, 2016

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$755,000 → $1,000,000
  • Reported investors11 → 17

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 21, 2016Amendment$1,000,000$245,000vs Nov 18, 201517SEC filing
Nov 18, 2015Initial$755,000No comparison11SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$100K
Finders' fees
$0
Form D file number
021-251490
To be paid to WealthForge, LLC, CRD #152550

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
WealthForge, LLC152550WealthForge, LLC · CRD 152550

Source: Form D, filed Jan 21, 2016. 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

LEXINVEST FUND 10 LLC

Investment adviser: LAWSHARES, LLC

Gross asset value
$1M
Beneficial owners
17
ADV minimum commitment
$5K

Reported in Form ADV on Feb 22, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian ATLANTIC CAPITAL BANK ATLANTA, Georgia, United States Related to adviser: No
Marketer WEALTHFORGE SECURITIES, LLC RICHMOND, Virginia, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

WEALTHFORGE SECURITIES, LLC
CRD 152550 · SEC 8-68464

Filing source

Form ADV 1492665 · Feb 22, 2021 · Schedule D 7.B.(1), fund 805-5163143993

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
Jay Greenberg Executive
Max Volsky Executive

Issuer details

Industry: Other (See others in industry)

Address:
33 Whitehall Street 16 Th Floor
New York, NY, 10004