Form D · Private Equity Fund
Lumida 2023-A SPV, LP
New York, NY · CIK 0002005421
Offering snapshot reported Dec 22, 2023 · SEC filing
- Reported sold
- $17.6M Offering amount: $17.6M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Dec 1, 2023 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 |
|---|---|---|---|---|---|
| Dec 22, 2023 | Initial | $17,600,000 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-500523
Source: Form D, filed Dec 22, 2023. 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
LUMIDA 2023-A SPV, LP
Investment adviser: LUMIDA WEALTH MANAGEMENT LLC
- Gross asset value
- $14.7M
- Beneficial owners
- 14
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE CPA, P.C.
PCAOB 3874
Filing source
Form ADV 2081399 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5227042111
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.
| Name | Reported role |
|---|---|
| Ram Ahluwalia | Executive |
| Justin Guilder | Executive |
| Lumida 2023 A Spv Gp, Llc N/A | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10018