Form D · Hedge Fund
Welton Advantage Fund LLC
Carmel, CA · CIK 0002029101
Offering snapshot reported Nov 6, 2025 · SEC filing
- Reported sold
- $7.35M Indefinite offering
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 1, 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$7,298,290 → $7,348,290
- Reported investors5 → 6
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 6, 2025 | Amendment | $7,348,290 | $50,000vs Nov 7, 2024 | 6 | SEC filing |
| Nov 7, 2024 | Amendment | $7,298,290 | $0vs Jul 16, 2024 | 5 | SEC filing |
| Jul 16, 2024 | Initial | $7,298,290 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-518970
The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the InvestmentManager (or its affiliate) attributable to certain assets under management and/or the incentive allocation.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| TANGENT CAPITAL PARTNERS, LLC | 000146999 | |
| Thomas A. Ducrot | 005387991 | EUROLINK SECURITIES LLC · CRD 000165041 |
Source: Form D, filed Nov 6, 2025. 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
WELTON ADVANTAGE FUND LLC
Investment adviser: WELTON INVESTMENT PARTNERS LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2078256 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-9413674526
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.
| Name | Reported role |
|---|---|
| Welton Investment Corporation | Executive |
| Welton Investment Partners Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Carmel, CA, 93921