Form D · Investing
VALEO-FT13, LLC
Indianapolis, IN · CIK 0001574432
Offering snapshot reported Apr 19, 2013 · SEC filing
- Reported sold
- $425K Offering amount: $1.5M
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 5, 2013 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 |
|---|---|---|---|---|---|
| Apr 19, 2013 | Initial | $425,000 | No comparison | 12 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-195255
Source: Form D, filed Apr 19, 2013. 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
VALEO-FT13, LLC
Investment adviser: VALEO FINANCIAL ADVISORS, LLC
- Gross asset value
- $0
- Beneficial owners
- 29
- ADV minimum commitment
- $5K
Reported in Form ADV on Oct 14, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SOMERSET CPAS
PCAOB 752
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Filing source
Form ADV 1461758 · Oct 14, 2020 · Schedule D 7.B.(1), fund 805-9623193146
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.
| Name | Reported role |
|---|---|
| P. Richard Evans | Director |
| Gregory Fulk | Director |
| Tim Ginn | Director |
| John Trott | Director |
| John Wortman | Director |
Issuer details
Industry: Investing (See others in industry)
Address:Indianapolis, IN, 46260