Form D · Other

Valiant The James, LLC

West Des Moines, IA · CIK 0001840494

Offering snapshot reported Sep 1, 2021 · SEC filing

Reported sold
$5M
Offering amount: $5M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
Sep 1, 2021Initial$5,000,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-411925

Source: Form D, filed Sep 1, 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

VALIANT THE JAMES, LLC

Investment adviser: VALIANT WEALTH, LLC

Gross asset value
$5M
Beneficial owners
40
ADV minimum commitment
$50K

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian BANKERS TRUST COMPANY DES MOINES, Iowa, United States Related to adviser: No
Custodian EQUITY TRUST COMPANY WESTLAKE, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BANKERS TRUST COMPANY
LEI 549300FHEF6GQ6943A29

EQUITY TRUST COMPANY
LEI 213800A1TAYR8M4DDT38

Filing source

Form ADV 2081736 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-4786267601

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
Douglas Vander Weide Director, Executive

Issuer details

Industry: Other (See others in industry)

Address:
3408 Woodland Ave Suite 204
West Des Moines, IA, 50266