Form D · Private Equity Fund

Union Lake Max Investments LLC

West Bloomfield, MI · CIK 0001781915

Offering snapshot reported Jun 29, 2020 · SEC filing

Reported sold: $2.5M
Investors reported: 4
Minimum accepted: $25K
First sale: Jun 27, 2019

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$1,503,431 → $2,503,431

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 29, 2020	Amendment	$2,503,431	$1,000,000vs Jul 9, 2019	4	SEC filing
Jul 9, 2019	Initial	$1,503,431	No comparison	4	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-343796

Source: Form D, filed Jun 29, 2020. 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

UNION LAKE MAX INVESTMENTS LLC

Investment adviser: LAKESIDE DRIVE MANAGEMENT LLC

Gross asset value: $20.3M
Beneficial owners: 4
ADV minimum commitment: $25K

Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor LBMC, PC BRENTWOOD, Tennessee, United States

Custodian TRUXTON TRUST NASHVILLE, Tennessee, 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

LBMC, PC
PCAOB 450

Filing source

Form ADV 2100436 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-8295597041

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
Name	Reported role
Eric Singer	Executive
Eric Union Lake Management Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

7609 Locklin
West Bloomfield, MI, 48324