Form D · Other

MICG WEALTH MANAGEMENT LLC

Newport News, VA · CIK 0001370124

Offering snapshot reported Feb 18, 2010 · SEC filing

Reported sold
$850K
Offering amount: $850K
Investors reported
10
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Sep 29, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$425K$850KOct 13, 2009: $400,000.00Oct 13, 2009Feb 18, 2010: $850,000.00Feb 18, 2010

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$400,000 → $850,000
  • Reported investors3 → 10

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 18, 2010Amendment$850,000$450,000vs Oct 13, 200910SEC filing
Dec 18, 2009Initial$50,000No comparison1SEC filing
Oct 13, 2009Initial$400,000No comparison3SEC filing
Apr 14, 2009Initial$250,000No comparisonNot reportedSEC filing
Jul 14, 2006PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$34K
Finders' fees
$0
Form D file number
021-92410

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Jeff Geraci104028
Ashley DietteNone
Brian Krovic104028
MICG Investment Management104028

Source: Form D, filed Feb 18, 2010. 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.

People and organizations reported in Form D filings
NameReported role
Jeffrey Martinovich Executive

Issuer details

Industry: Other (See others in industry)

Address:
11815 Fountain Way Ste 400
Newport News, VA, 23606