Form D · Other Investment Fund

TAG Blockchain Opportunities Fund Series of TAG Series Fund, LLC

New York, NY · CIK 0001895410

Offering snapshot reported Dec 14, 2021 · SEC filing

Reported sold
$11.2M
Indefinite offering
Investors reported
37
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 1, 2021
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 14, 2021Initial$11,165,000No comparison37SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-424889

Source: Form D, filed Dec 14, 2021. 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

TAG BLOCKCHAIN OPPORTUNITIES FUND SERIES OF TAG SERIES FUND, LLC

Investment adviser: TAG ASSOCIATES LLC

Gross asset value
$22.1M
Beneficial owners
66
ADV minimum commitment
$50K

Reported in Form ADV on Jun 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTERDOMUS SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States
Custodian CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO.
PCAOB 673

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2113372 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-3676146033

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
David Basner Executive
Tag Associates, Llc Executive
Tag Portfolio Management Group, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Tag Associates Llc 810 Seventh Avenue, 7 Th Floor
New York, NY, 10019