Form D · Other Investment Fund

Sunwealth Loan Co 4 LLC

Cambridge, MA · CIK 0001778783

Offering snapshot reported Jan 6, 2020 · SEC filing

Reported sold
$7.69M
Offering amount: $7.69M
Investors reported
90
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jan 15, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.85M$7.69MJun 10, 2019: $1,600,000.00Jun 10, 2019Jan 6, 2020: $7,690,000.00Jan 6, 2020

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$1,600,000 → $7,690,000
  • Reported investors20 → 90

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 6, 2020Amendment$7,690,000$6,090,000vs Jun 10, 201990SEC filing
Jun 10, 2019Initial$1,600,000No comparison20SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$25.7K
Finders' fees
$0
Form D file number
021-341501

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Eric Grunebaum6593435Bequia Securities, LLC · CRD 285783

Source: Form D, filed Jan 6, 2020. 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
Jonathan Abe Executive
Omar Blayton Executive
Ryan Dings Executive
N/A Sunwealth Power, Inc. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2067 Massachusetts Avenue Suite 540
Cambridge, MA, 02140