Form D · Commercial

Virtua Surprise Dysart Holdings Opportunity Fund, LLC

Scottsdale, AZ · CIK 0001777354

Offering snapshot reported May 28, 2020 · SEC filing

Reported sold
$3M
Offering amount: $12.1M
Investors reported
6
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jun 10, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.5M$3MJun 19, 2019: $300,000.00Jun 19, 2019May 28, 2020: $3,004,623.00May 28, 2020

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$300,000 → $3,004,623
  • Reported investors1 → 6

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 28, 2020Amendment$3,004,623$2,704,623vs Jun 19, 20196SEC filing
Jun 19, 2019Initial$300,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$330K
Finders' fees
$0
Form D file number
021-342276
Commission of up to 4.5% may be earned for completed sales. Greg Talcott, a former employee of Issuer?s Manager, received $2,500 for sales commissions as a registered representative through Emerson Equity, LLC, his affiliated broker/dealer firm.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Emerson Equity LLC130032
Derek Uldricks6842446Emerson Equity LLC · CRD 130032
Gregory Talcott4174726Emerson Equity LLC · CRD 130032

Source: Form D, filed May 28, 2020. 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
Lloyd W Kendall, Jr Executive, Promoter
Quynh Palomino Executive, Promoter
Derek Uldricks Executive, Promoter
A De Limited Liability Company Virtua Capital Management, Llc Promoter

Issuer details

Industry: Commercial (See others in industry)

Address:
17470 N Pacesetter Way
Scottsdale, AZ, 85255