Form D · Other

LexInvest Fund 8 LLC

New York, NY · CIK 0001656308

Offering snapshot reported Nov 18, 2015 · SEC filing

Reported sold
$425K
Offering amount: $425K
Investors reported
11
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Oct 5, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$213K$425KOct 20, 2015: $310,000.00Oct 20, 2015Nov 18, 2015: $425,000.00Nov 18, 2015

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$310,000 → $425,000
  • Reported investors10 → 11

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 18, 2015Amendment$425,000$115,000vs Oct 20, 201511SEC filing
Oct 20, 2015Initial$310,000No comparison10SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$42.5K
Finders' fees
$0
Form D file number
021-249765
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 Nov 18, 2015. 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 8 LLC

Investment adviser: LAWSHARES, LLC

Gross asset value
$425K
Beneficial owners
11
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 805-1441080528

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