Form D · Private Equity Fund
Lumida Series LLC, Tranche IV
Wayne, NJ · CIK 0002103321
Offering snapshot reported Jan 6, 2026 · SEC filing
- Reported sold
- $1.41M Offering amount: $2M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $20.2K Reported outside-investor minimum
- First sale
- Aug 19, 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 6, 2026 | Initial | $1,414,000 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $700
- Finders' fees
- $0
- Form D file number
- 021-569105
The Issuer originally offered $2 million and ultimately closed on $1,414,000. The offering is closed; no further capital contributions will be accepted.
$700 was paid to an investment advisor representative of Lumida Wealth Management LLC, an affiliate of the issuer.
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 IV
Investment adviser: LUMIDA WEALTH MANAGEMENT LLC
- Gross asset value
- $1.4M
- Beneficial owners
- 9
- ADV minimum commitment
- $20.2K
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 805-5908650672
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 | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Wayne, NJ, 07470