Form D · Private Equity Fund

Niagara Credit Income Fund AI (Tax-Exempt), LP

San Mateo, CA · CIK 0001780893

Offering snapshot reported Aug 9, 2023 · SEC filing

Reported sold: $15.7M
Investors reported: 30
Minimum accepted: $0
First sale: Aug 15, 2017

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$15,420,508 → $15,652,207
Reported investors29 → 30

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 9, 2023	Amendment	$15,652,207	$231,699vs Aug 3, 2022	30	SEC filing
Aug 3, 2022	Amendment	$15,420,508	$8,493,427vs Jul 14, 2021	29	SEC filing
Jul 14, 2021	Amendment	$6,927,081	No comparison	Not reported	SEC filing
Jul 13, 2020	Amendment	$4,436,292	$1,317,000vs Jul 11, 2019	16	SEC filing
Jul 11, 2019	Initial	$3,119,292	No comparison	14	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-344028

Source: Form D, filed Aug 9, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Name	Reported role
Richard De Silva	Executive
N/A Lateral Investment Management, Llc	Promoter
Kenneth Masters	Executive
N/A Niagara Credit Advisors, Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

400 S. El Camino Real, Suite 1100
San Mateo, CA, 94402