Form D · Other Investment Fund
Sunwealth Note Pool 1 LLC
Somerville, MA · CIK 0001708904
Offering snapshot reported Jun 22, 2017 · SEC filing
- Reported sold
- $790K Offering amount: $5M
- Investors reported
- 24 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- May 19, 2017 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 |
|---|---|---|---|---|---|
| Jun 22, 2017 | Initial | $790,000 | No comparison | 24 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-289299
Source: Form D, filed Jun 22, 2017. 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 |
|---|---|
| Jonathan Abe | Executive |
| Ryan E. Dings | Executive |
| Kevin Krachman | Executive |
| N/A Sunwealth Power Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
28 Dane Street
Somerville, MA, 02143-3237
Somerville, MA, 02143-3237