Form D · Venture Capital Fund

SMRT1 Health Solutions Aug 2024 a Series of CGF2021 LLC

Claymont, DE · CIK 0002062213

Offering snapshot reported Mar 21, 2025 · SEC filing

Reported sold
$1M
Offering amount: $1M
Investors reported
9
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 12, 2025
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 21, 2025Initial$1,000,000No comparison9SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-541719

Source: Form D, filed Mar 21, 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

SMRT1 HEALTH SOLUTIONS AUG 2024, A SERIES OF CGF2021 LLC

Investment adviser: JOSEPH ADVISORY SERVICES, LLC

Gross asset value
$915K
Beneficial owners
9
ADV minimum commitment
$10K

Reported in Form ADV on Mar 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SYDECAR, LLC HOUSTON, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian EQUITY TRUST COMPANY SIOUX FALLS, South Dakota, United States Related to adviser: No
Marketer INTERNATIONAL PRIVATE WEALTH ADVISORS LLC SAN DIEGO, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
CRD 323032 · SEC 801-126652

Filing source

Form ADV 2055320 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-4647884145

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.

People and organizations reported in Form D filings
NameReported role
Brett Sagan Executive
Llc Sydecar Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2093 Philadelphia Pike 5885
Claymont, DE, 19703