Form D · Hedge Fund
WEALTHE STRATEGIES LLC
North Brunswick, NJ · CIK 0001476275
Offering snapshot reported Feb 23, 2010 · SEC filing
- Reported sold
- Yet to sell Offering amount: $15M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Yet to occur 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 23, 2010 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Nov 20, 2009 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Nov 19, 2009 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $160K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-136249
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Wealthe Strategies, LLC | None |
Source: Form D, filed Feb 23, 2010. 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 |
|---|---|
| Stephen Kirkland | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
4904 N. Oaks Blvd
North Brunswick, NJ, 08902
North Brunswick, NJ, 08902