Form D · Other Investment Fund
Upward Leader Fund I LP
La Quinta, CA · CIK 0001913549
Offering snapshot reported Mar 3, 2022 · SEC filing
- Reported sold
- $3.34M Indefinite offering
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 9, 2022 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 3, 2022 | Initial | $3,335,000 | No comparison | 12 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-435661
Source: Form D, filed Mar 3, 2022. 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.
| Name | Reported role |
|---|---|
| Jessica Chipman | Executive |
| Lauren Kuntz | Executive |
| N/A Stepped Leader, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
77841 Calle Sonora
La Quinta, CA, 92253
La Quinta, CA, 92253