Form D · Restaurants
Summit Coffee Charlotte, LLC
Davidson, NC · CIK 0002001203
Offering snapshot reported Nov 16, 2023 · SEC filing
- Reported sold
- $500K Indefinite offering
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $67K Reported outside-investor minimum
- First sale
- Nov 6, 2023 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 |
|---|---|---|---|---|---|
| Nov 16, 2023 | Initial | $500,000 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 04, 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-497377
Approximately $670,000 is expected from offering.
Source: Form D, filed Nov 16, 2023. 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 |
|---|---|
| Brian C Helfrich | Executive |
Issuer details
Industry: Restaurants (See others in industry)
Address:
215 South Main St #206
Davidson, NC, 28036
Davidson, NC, 28036