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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 16, 2026Amendment$11,831,811No comparison158SEC filing
Aug 22, 2024InitialYet to sellNo comparison0SEC 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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RecipientCRDAssociated broker-dealer
ARETE Wealth Management, LLC44856

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

Fund administrator GREAT LAKES FUND SOLUTIONS, INC LAKE VILLA, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS LLP SEATTLE, Washington, United States
Custodian ARETE WEALTH MANAGEMENT, LLC CHICAGO, Illinois, United States Related to adviser: No
Marketer DUCETT CONSULTING CHICAGO, Illinois, United States Related to adviser: No
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.

People and organizations reported in Form D filings
NameReported 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:
700 South Rosemary Avenue, Suite 204
West Palm Beach, FL, 33401