Form D · Investing

Next Step Investors, LLC

Boston, MA · CIK 0001517845

Offering snapshot reported Apr 11, 2011 · SEC filing

Reported sold
$2.25M
Offering amount: $2.25M
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 25, 2011
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 11, 2011Initial$2,250,000No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-158158

Source: Form D, filed Apr 11, 2011. 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

NEXT STEP INVESTORS, LLC

Investment adviser: WINDSAIL CAPITAL GROUP, LLC

Gross asset value
$78.9K
Beneficial owners
4
ADV minimum commitment
$125K

Reported in Form ADV on Jan 22, 2014. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 780196 · Jan 22, 2014 · Schedule D 7.B.(1), fund 805-4144724595

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
Michael G Rand Director

Issuer details

Industry: Investing (See others in industry)

Address:
128 Beacon Street
Boston, MA, 02116