Form D · REITS and Finance

Prime Plus Investments, Inc.

New York, NY · CIK 0002005946

Offering snapshot reported Jan 18, 2024 · SEC filing

Reported sold: $125K
Investors reported: 125
Minimum accepted: $1K
First sale: Jan 8, 2024

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
Jan 18, 2024	Initial	$125,000	No comparison	125	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $6.25K
Finders' fees: $0
Form D file number: 021-502898

5% of total amount sold

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Charles Harrison	3071551	H & L Equities, LLC · CRD 113794
Lori Mayfield	4899271	H & L Equities, LLC · CRD 113794
Patrick Whelchel	5389090	H & L Equities, LLC · CRD 113794
Scott Harrison	4981070	H & L Equities, LLC · CRD 113794

Source: Form D, filed Jan 18, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

TRUE VC, LLC - SERIES 21

Investment adviser: CRESSET ASSET MANAGEMENT, LLC

Gross asset value: $2.3M
Beneficial owners: 24
ADV minimum commitment: $250K

Reported in Form ADV on Aug 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ARTEX CAPITAL SOLUTIONS CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor NAVOLIO & TALLMAN, LLP WALNUT CREEK, California, United States Other funds reporting this name →

Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

NAVOLIO & TALLMAN, LLP
PCAOB 5442

Fund asset history · 2 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2024	$7,262,273	24	Mar 28, 2025
2025	$2,298,726	24	Mar 27, 2026

Filing source

Form ADV 2124511 · Aug 13, 2026 · Schedule D 7.B.(1), fund 805-6534423522

Reported by CRESSET ASSET MANAGEMENT, LLC (CRD 288566).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Name	Reported role
Michael B. Benner	Executive
Victor Cuciniello	Executive
Joseph G. Doran	Executive
Chris Fraioli	Director
Paul A. Galiano	Director, Executive
Julie Lurie	Director
Guanhua Puah	Director
Robert J. Speyer	Director, Executive
Jerry I. Speyer	Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:

C/O Tishman Speyer 45 Rockefeller Plaza, 8 Th Floor
New York, NY, 10111
Phone: 212-715-0300