Form D · Other Investment Fund

Middleland ST, a series of Middleland DC LLC

Salt Lake City, UT · CIK 0001683590

Offering snapshot reported Sep 29, 2016 · SEC filing

Reported sold
$199K
Offering amount: $199K
Investors reported
9
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Sep 21, 2016
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 29, 2016Initial$199,000No comparison9SEC 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
021-271554

Source: Form D, filed Sep 29, 2016. 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

MIDDLELAND ST, A SERIES OF MIDDLELAND DC LLC

Investment adviser: PLATFORM ADVISOR, LLC

Gross asset value
$447K
Beneficial owners
9
ADV minimum commitment
$5K

Reported in Form ADV on Mar 30, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes
Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes
Filing source

Form ADV 1724716 · Mar 30, 2023 · Schedule D 7.B.(1), fund 805-1184205334

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
Llc Assure Fund Management, Director
Mateo Johnson Executive
Jeremy Neilson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2150 S 1300 E Suite 360
Salt Lake City, UT, 84106