Form D · Other Banking and Financial Services

Supervest Investments, LLC, Series A

New York, NY · CIK 0001867717

Offering snapshot reported Nov 2, 2026 · SEC filing

Reported sold
$13.3M
Offering amount: $13.3M
Investors reported
95
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Oct 15, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.64M$13.3MMar 4, 2022: $1,025,000.00Mar 4, 2022Oct 8, 2025: $10,687,867.00Mar 16, 2026: $11,151,732.00Apr 22, 2026: $11,606,350.00Jun 8, 2026: $11,856,350.00Aug 18, 2026: $12,998,850.00Nov 2, 2026: $13,276,587.00Nov 2, 2026

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$12,998,850 → $13,276,587
  • Reported investors92 → 95

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 2, 2026Amendment$13,276,587$277,737vs Aug 18, 202695SEC filing
Aug 18, 2026Amendment$12,998,850$1,142,500vs Jun 8, 202692SEC filing
Jun 8, 2026Amendment$11,856,350$250,000vs Apr 22, 202692SEC filing
Apr 22, 2026Amendment$11,606,350$454,618vs Mar 16, 202692SEC filing
Mar 16, 2026Amendment$11,151,732$463,865vs Oct 8, 202588SEC filing
Oct 8, 2025Amendment$10,687,867$9,662,867vs Mar 4, 202286SEC filing
Mar 4, 2022Initial$1,025,000No comparison10SEC filing

Offering details

Securities
Debt
Exemptions
06c, 3C, 3C.4
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-435880

Source: Form D, filed Nov 2, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SUPERVEST INVESTMENTS, LLC

Investment adviser: SV CAPITAL MANAGEMENT, LLC

Gross asset value
$4.2M
Beneficial owners
60
ADV minimum commitment
$25K

Reported in Form ADV on Jul 11, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian OLD NATIONAL BANCORP EVANSVILLE, Indiana, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1749420 · Jul 11, 2023 · Schedule D 7.B.(1), fund 805-3783516105

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Kris Kehler Director, Executive
Jeremy Morton Director, Executive
Christopher Queen Executive
Supervest, Inc. Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
40 Wall Street, Floor 38 Suite 3800
New York, NY, 10005