Form D · Venture Capital Fund

Valeo-HD14, LLC

Indianapolis, IN · CIK 0001622352

Offering snapshot reported Oct 15, 2014 · SEC filing

Reported sold
$970K
Offering amount: $970K
Investors reported
19
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 29, 2014
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
Oct 15, 2014Initial$970,000No comparison19SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-226479

Source: Form D, filed Oct 15, 2014. 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-HD14, LLC

Investment adviser: VALEO FINANCIAL ADVISORS, LLC

Gross asset value
$914K
Beneficial owners
19
ADV minimum commitment
$5K

Reported in Form ADV on Nov 29, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor SOMERSET CPAS INDIANAPOLIS, Indiana, United States
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, 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

SOMERSET CPAS
PCAOB 752

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Filing source

Form ADV 1802213 · Nov 29, 2023 · Schedule D 7.B.(1), fund 805-1270819788

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
P. Richard Evans Director
Gregory A. Fulk Director
Tim Ginn Director
John C. Trott Director
John T. Wortman Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
9450 North Meridian Street, Suite 300
Indianapolis, IN, 46260