Form D · Other Investment Fund

Valkyrie Bitcoin Trust

Brentwood, TN · CIK 0001842140

Offering snapshot reported Oct 27, 2023 · SEC filing

Reported sold
$7.6M
Indefinite offering
Investors reported
20
Form D · investor count
Minimum accepted
$2.44K
Reported outside-investor minimum
First sale
Jan 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.8M$7.6MJan 26, 2021: $2,346,446.00Jan 26, 2021Jan 27, 2022: $7,246,728.00Jan 27, 2022Sep 15, 2022: $7,455,939.00Sep 15, 2022Oct 27, 2023: $7,595,791.00Oct 27, 2023

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$2,346,446 → $7,595,791
  • Reported investors4 → 20
  • Minimum accepted$25,000 → $2,437

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 27, 2023Amendment$7,595,791$5,249,345vs Jan 26, 202120SEC filing
Sep 15, 2022Amendment$7,455,939$209,211vs Jan 27, 202219SEC filing
Jan 27, 2022Amendment$7,246,728$4,900,282vs Jan 26, 202117SEC filing
Jan 26, 2021Initial$2,346,446No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-387408

Source: Form D, filed Oct 27, 2023. 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.

People and organizations reported in Form D filings
NameReported role
John Key Executive
Steven Mc Clurg Executive
Na Valkyrie Digital Assets Llc Promoter
N/A Valkyrie Digital Assets Llc Promoter
Leah Wald Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
320 Seven Springs Way Suite 250
Brentwood, TN, 37027