Form D · Other Investment Fund
Sunwealth Note Pool 2 LLC
Somerville, MA · CIK 0001750278
Offering snapshot reported Sep 12, 2018 · SEC filing
- Reported sold
- $3.1M Offering amount: $3.1M
- Investors reported
- 53 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Apr 9, 2018 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 |
|---|---|---|---|---|---|
| Sep 12, 2018 | Initial | $3,100,000 | No comparison | 53 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $4.4K
- Finders' fees
- $0
- Form D file number
- 021-321183
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Eric Grunebaum | 6593435 | Bequia Securities, LLC · CRD 285783 |
Source: Form D, filed Sep 12, 2018. 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 |
| Omar Blayton | Executive |
| Ryan Dings | Executive |
| N/A Sunwealth Power, Inc. | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1 Davis Square Suite 302
Somerville, MA, 02144
Somerville, MA, 02144