Form D · Private Equity Fund

Surfside Coffee Holdings LLC

Waltham, MA · CIK 0001603230

Offering snapshot reported Jan 5, 2015 · SEC filing

Reported sold
$24M
Offering amount: $24M
Investors reported
94
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 13, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12M$24MMar 25, 2014: $20,586,279.00Mar 25, 2014Jan 5, 2015: $24,045,445.00Jan 5, 2015

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$20,586,279 → $24,045,445
  • Reported investors67 → 94

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 5, 2015Amendment$24,045,445$3,459,166vs Mar 25, 201494SEC filing
Mar 25, 2014Initial$20,586,279No comparison67SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
Yes
Sales commissions
$235K
Finders' fees
$0
Form D file number
Not reported

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Pickwick Capital Partners, LLC130672
Saxony Securities Inc11547
Dominick & Dominick7344

Source: Form D, filed Jan 5, 2015. 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
Daniel Fireman Executive
Llc Fireman Capital Partners Executive
Lawrence Hudson Executive
Stephen Liam Patrick Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Fireman Capital Partners Llc Watermill Center, 800 S. St, Ste 600
Waltham, MA, 02453