Form D · Private Equity Fund
Shelter 555 Holdings LLC
Rye, NY · CIK 0002060014
Offering snapshot reported Mar 11, 2025 · SEC filing
- Reported sold
- $7.75M Offering amount: $22.5M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 19, 2024 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 |
|---|---|---|---|---|---|
| Mar 11, 2025 | Initial | $7,750,000 | No comparison | 3 | 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
- 021-540414
Source: Form D, filed Mar 11, 2025. 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
SHELTER 555 HOLDINGS LLC
Investment adviser: HAYBEACH CAPITAL MANAGEMENT, LLC
- Gross asset value
- $243K
- Beneficial owners
- 4
- ADV minimum commitment
- $250K
Reported in Form ADV on Sep 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FORVIS MAZARS
PCAOB 686
Filing source
Form ADV 2135983 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-2520160452
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.
| Name | Reported role |
|---|---|
| Neil Desai | Executive |
| Haybeach Capital Management, Llc | Promoter |
| Bradly Schwab | Executive |
| Darren Yulfo | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Rye, NY, 10580