Form D · Other Investment Fund
LifeNotes Statutory Trust - LifeNotes Fund I
Cincinnati, OH · CIK 0001982668
Offering snapshot reported Jun 26, 2023 · SEC filing
- Reported sold
- Yet to sell Offering amount: $500M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 26, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $750K (estimated)
- Finders' fees
- $750K (estimated)
- Form D file number
- 021-485135
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Ryan James Millmen | 6173583 | Modern Capital Advisors LLC · CRD 131117 |
Source: Form D, filed Jun 26, 2023. 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 |
|---|---|
| Jesse Brady | Promoter |
| James Rogers | Promoter |
| Joseph Eric Stearns | Director, Executive, Promoter |
| James Van Arsdale | Promoter |
| Phillip Westhoff | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
2368 Victory Parkway Suite 410
Cincinnati, OH, 45206
Cincinnati, OH, 45206