Form D · Other Investment Fund

SUN, a Series of E Squared Investment Fund, LLC

Salt Lake City, UT · CIK 0001774906

Offering snapshot reported May 21, 2019 · SEC filing

Reported sold
$3.78M
Offering amount: $3.78M
Investors reported
41
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
May 10, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.89M$3.78MMay 14, 2019: $3,345,000.00May 14, 2019May 21, 2019: $3,775,000.00May 21, 2019

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.

  • Reported sold$3,345,000 → $3,775,000
  • Reported investors36 → 41

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 21, 2019Amendment$3,775,000$430,000vs May 14, 201941SEC filing
May 14, 2019Initial$3,345,000No comparison36SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-339527

Source: Form D, filed May 21, 2019. 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.

People and organizations reported in Form D filings
NameReported role
Llc Assure Fund Management Ii Director
Jeremy Neilson Executive
Richard Thoms Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6510 South Millrock Drive Suite 400
Salt Lake City, UT, 84121