Form D · Other Investment Fund

RoboStrategy, Inc.

San Juan, PR · CIK 0002081119

Offering snapshot reported Jul 9, 2026 · SEC filing

Reported sold
$87.9M
Offering amount: $200M
Investors reported
31
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 11, 2026
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$44M$87.9MJun 22, 2026: $29,000,000.00Jun 22, 2026Jul 9, 2026: $87,934,532.00Jul 9, 2026

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$29,000,000 → $87,934,532
  • Reported investors6 → 31

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 9, 2026Amendment$87,934,532$58,934,532vs Jun 22, 202631SEC filing
Jul 6, 2026Initial$20,000,018No comparison3SEC filing
Jun 22, 2026Initial$29,000,000No comparison6SEC filing
May 22, 2026Initial$0No comparison1SEC filing
Nov 3, 2025Amendment$131,027,732No comparison0SEC filing
Aug 21, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-588012

Source: Form D, filed Jul 9, 2026. 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
NameReported role
Lance Baker Executive
Nicolas Carter Director
J. Michael Fields Director
Andrew Kang Director, Executive
Shayaan Nackvi Director, Executive
Marc Weinstein Director, Executive
Alex Wei Yen Yeh Director
Jason Zhao Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
151 Calle De San Francisco Suite 200
San Juan, PR, 00901