Form D · Private Equity Fund

Lumida Series LLC, Tranche III

Wayne, NJ · CIK 0002103168

Offering snapshot reported Jan 6, 2026 · SEC filing

Reported sold
$13M
Offering amount: $15M
Investors reported
19
Form D · investor count
Minimum accepted
$50.5K
Reported outside-investor minimum
First sale
Jul 17, 2025
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 6, 2026Initial$13,019,600No comparison19SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$6.23K
Finders' fees
$0
Form D file number
021-569083
The issuer orignally offered $15 million. This pooled investment vehicle closed with $13.019,600. No further capital contributions will be raised or accepted.
$6,230 was paid to an investment advisor representative of affiliate Lumida Wealth Management LLC.

Source: Form D, filed Jan 6, 2026. 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 SERIES LLC - TRANCHE III

Investment adviser: LUMIDA WEALTH MANAGEMENT LLC

Gross asset value
$12.9M
Beneficial owners
19
ADV minimum commitment
$50.5K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor MICHAEL COGLIANESE CPA, P.C. LINCOLNSHIRE, Illinois, United States
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 805-6663038698

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
Ram Ahluwalia Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1200 Preakness Avenue, Suite B1200
Wayne, NJ, 07470