Form D · Venture Capital Fund
Mobly I, a series of Capitalize Investments LLC
Sparks, NV · CIK 0001987195
Offering snapshot reported Sep 12, 2023 · SEC filing
- Reported sold
- $185K Offering amount: $185K
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Jul 26, 2023 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 |
|---|---|---|---|---|---|
| Sep 12, 2023 | Initial | $185,000 | No comparison | 6 | SEC filing |
| Jul 27, 2023 | Initial | $160,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-491841
Source: Form D, filed Sep 12, 2023. 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
MOBLY I, A SERIES OF CAPITALIZE INVESTMENTS LLC
Investment adviser: CAPITALIZE ADVISORS LLC
- Gross asset value
- $185K
- Beneficial owners
- 6
- ADV minimum commitment
- $5K
Reported in Form ADV on Mar 29, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
Filing source
Form ADV 1860899 · Mar 29, 2024 · Schedule D 7.B.(1), fund 805-1748531918
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 |
|---|---|
| Nicholas Tommarello | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Sparks, NV, 89434