Form D · Commercial
Newlands Development Opportunities I, LLC
West Palm Beach, FL · CIK 0002034862
Offering snapshot reported Apr 16, 2026 · SEC filing
- Reported sold
- $11.8M Offering amount: $15M
- Investors reported
- 158 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Aug 30, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 158
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 16, 2026 | Amendment | $11,831,811 | No comparison | 158 | SEC filing |
| Aug 22, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $750K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-522213
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| ARETE Wealth Management, LLC | 44856 |
Source: Form D, filed Apr 16, 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
NEWLANDS DEVELOPMENT OPPORTUNITIES I LLC
Investment adviser: FORUM PARTNERS INVESTMENT MANAGEMENT LLC
- Gross asset value
- $8.34M
- Beneficial owners
- 1
- ADV minimum commitment
- $25K
Reported in Form ADV on Jul 23, 2025. 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
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
MOSS ADAMS LLP
PCAOB 659
ARETE WEALTH MANAGEMENT, LLC
SEC 8-50854
Filing source
Form ADV 2002055 · Jul 23, 2025 · Schedule D 7.B.(1), fund 805-4772077228
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 |
|---|---|
| Forum Newlands Global Investments Manager Llc | Executive |
| David Keir | Executive |
| Newlands Property Group, Ltd. | Executive |
| Russell Platt | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:West Palm Beach, FL, 33401