Form D · Other

Mahler Ventures LLC

New York, NY · CIK 0001790194

Offering snapshot reported Oct 10, 2019 · SEC filing

Reported sold
$627K
Offering amount: $627K
Investors reported
20
Form D · investor count
Minimum accepted
$4.4K
Reported outside-investor minimum
First sale
Sep 24, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$314K$627KOct 3, 2019: $567,000.00Oct 3, 2019Oct 10, 2019: $627,000.00Oct 10, 2019

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$567,000 → $627,000
  • Reported investors17 → 20

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 10, 2019Amendment$627,000$60,000vs Oct 3, 201920SEC filing
Oct 3, 2019Initial$567,000No comparison17SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$3.14K
Finders' fees
$0
Form D file number
021-350293
To be paid to WealthForge Securities LLC CRD #152550

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
WealthForge Securities LLC152550WealthForge Securities LLC · CRD 152550

Source: Form D, filed Oct 10, 2019. 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

MAHLER VENTURES LLC

Investment adviser: LAWSHARES, LLC

Gross asset value
$1M
Beneficial owners
23
ADV minimum commitment
$4.4K

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 805-7070486404

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
Greenberg Jay Executive
Max Volsky Executive

Issuer details

Industry: Other (See others in industry)

Address:
33 Whitehall Street 16 Th Floor
New York, NY, 10004