Form D · Other Investment Fund
Vert Investments, LLC
Holladay, UT · CIK 0001986461
Offering snapshot reported Aug 7, 2026 · SEC filing
- Reported sold
- $916K Offering amount: $20M
- Investors reported
- 11 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Feb 20, 2024 As reported in this filing
Fundraising history
Reported soldDates 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$520,010 → $915,620
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 7, 2026 | Amendment | $915,620 | $395,610vs Aug 7, 2025 | 11 | SEC filing |
| Aug 7, 2025 | Amendment | $520,010 | No comparison | Not reported | SEC filing |
| Aug 7, 2024 | Amendment | $120,000 | No comparison | 7 | SEC filing |
| Aug 7, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-488925
Source: Form D, filed Aug 7, 2026. 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.
| Name | Reported role |
|---|---|
| Doug Robison | Director, Executive |
| Tim Sleeper | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
5200 S Highland Drive
Holladay, UT, 84117
Holladay, UT, 84117