Form D · Other Investment Fund

Summer 18 Investments, a series of JBM Demo Day Funds, LP

Salt Lake City, UT · CIK 0001747313

Offering snapshot reported Jan 16, 2019 · SEC filing

Reported sold: $913K
Investors reported: 77
Minimum accepted: $1K
First sale: Aug 9, 2018

Fundraising history

Reported sold

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.

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 16, 2019	Amendment	$912,509	$287,510vs Aug 31, 2018	77	SEC filing
Jan 16, 2019	Amendment	$912,509	$0vs Jan 16, 2019	77	SEC filing
Aug 31, 2018	Amendment	$624,999	$557,666vs Aug 30, 2018	63	SEC filing
Aug 31, 2018	Amendment	$624,999	$210,339vs Aug 14, 2018	63	SEC filing
Aug 30, 2018	Initial	$67,333	No comparison	6	SEC filing
Aug 14, 2018	Initial	$414,660	No comparison	47	SEC 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: 021-319214

Source: Form D, filed Jan 16, 2019. 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

SUMMER 18 INVESTMENTS, A SERIES OF JBM DEMO DAY FUNDS, LP

Investment adviser: PLATFORM ADVISOR, LLC

Gross asset value: $2.22M
Beneficial owners: 78
ADV minimum commitment: $3K

Reported in Form ADV on Jun 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Investor statements: No (provided to no investors) Related to adviser: Yes Other funds reporting this name →

Custodian BELLTOWER FUND GROUP, LTD SEATTLE, Washington, United States Related to adviser: Yes Other funds reporting this name →

Marketer AL ADVISORS MANAGEMENT INC SAN FRANCISCO, California, United States Related to adviser: Yes Other funds reporting this name →

Provider details

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

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$4,041,187	82	Mar 31, 2022
2022	$4,056,600	78	Mar 30, 2023
2023	$2,756,061	78	Mar 29, 2024
2024	$2,735,232	78	Mar 28, 2025
2025	$2,222,212	78	Mar 24, 2026

Filing source

Form ADV 2107248 · Jun 4, 2026 · Schedule D 7.B.(1), fund 805-8967906714

Reported by PLATFORM ADVISOR, LLC (CRD 167700).

Other-Than Annual Amendment ERA Report.

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
Llc Assure Fund Management	Director
Llc Fund Gp	Director
Jeremy Neilson	Executive
Richard Thoms	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

6510 South Millrock Drive Suite 400 Ste 360
Salt Lake City, UT, 84121
Phone: (801) 419-0677