Form D · Other Real Estate

Utah Lake Development Fund, L.P.

Lehi, UT · CIK 0001875998

Offering snapshot reported Aug 4, 2021 · SEC filing

Reported sold
$2.25M
Offering amount: $10M
Investors reported
3
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jul 20, 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
Aug 4, 2021Initial$2,250,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-408823

Source: Form D, filed Aug 4, 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

UTAH LAKE DEVELOPMENT FUND, L.P.

Investment adviser: FORESIGHT WEALTH MANAGEMENT, LLC

Gross asset value
$8.25M
Beneficial owners
11
ADV minimum commitment
$500K

Reported in Form ADV on Sep 9, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor WSRP, LLC SALT LAKE CITY, Utah, United States
Custodian WELLS FARGO & COMPANY SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WSRP, LLC
PCAOB 374

WELLS FARGO & COMPANY
LEI PBLD0EJDB5FWOLXP3B76

Filing source

Form ADV 1675108 · Sep 9, 2022 · Schedule D 7.B.(1), fund 805-7985473484

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
Sean Clark Director
Kellen Jones Director
Adam Nugent Director
Matt Pendleton Director
David Wrigley Director

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2600 West Executive Parkway
Lehi, UT, 84043