Form D · Other Investment Fund
Rothschild Investments, LLC
Cincinnati, OH · CIK 0001789702
Offering snapshot reported Aug 18, 2021 · SEC filing
- Reported sold
- $3.24M Offering amount: $5.02M
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 18, 2021 | Initial | $3,241,033 | No comparison | Not reported | SEC filing |
| Oct 4, 2019 | Initial | $1,969,500 | No comparison | 29 | SEC filing |
| Oct 4, 2019 | Amendment | $1,969,500 | $0vs Oct 4, 2019 | 29 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-410402
Source: Form D, filed Aug 18, 2021. 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.
| Name | Reported role |
|---|---|
| David Graham | Executive |
| Brent Rippe | Director |
| Neil Ursic | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1077 Celestial Street Building 1
Cincinnati, OH, 45202
Cincinnati, OH, 45202