Form D · Hedge Fund

Upside Dynamic Fund, LLC

Miami, FL · CIK 0001902025

Offering snapshot reported Jun 18, 2025 · SEC filing

Reported sold
$950K
Indefinite offering
Investors reported
3
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$475K$950KJan 5, 2022: $450,000.00Jan 5, 2022Jan 23, 2023: $287,000.00Jan 23, 2023Jun 18, 2025: $950,000.00Jun 18, 2025

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$450,000 → $950,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 18, 2025Amendment$950,000$500,000vs Jan 5, 20223SEC filing
Jan 23, 2023Amendment$287,000-$163,000vs Jan 5, 20222SEC filing
Jan 5, 2022Initial$450,000No comparison3SEC filing
Jan 4, 2022Initial$450,000No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-427917

Source: Form D, filed Jun 18, 2025. 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
Valentin Schmid Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
66 W Flagler Street Ste 900 9377
Miami, FL, 33130