Form D · Other Banking and Financial Services

Supervest Investments, LLC, Series B

New York, NY · CIK 0002057883

Offering snapshot reported Aug 18, 2026 · SEC filing

Reported sold: $6.19M
Investors reported: 68
Minimum accepted: $5.5K
First sale: May 15, 2023

Fundraising history

Reported sold

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$5,532,509 → $6,189,329
Reported investors64 → 68

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 18, 2026	Amendment	$6,189,329	$656,820vs Jun 8, 2026	68	SEC filing
Jun 8, 2026	Amendment	$5,532,509	$439,855vs Apr 22, 2026	64	SEC filing
Apr 22, 2026	Amendment	$5,092,654	$682,153vs Oct 8, 2025	63	SEC filing
Oct 8, 2025	Initial	$4,410,501	No comparison	53	SEC 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: 021-560166

Source: Form D, filed Aug 18, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

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
Name	Reported role
Kris Kehler	Director, Executive
Jeremy Morton	Director, 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
Phone: 914 928 2419