Form D · Hedge Fund

Welton ESG Advantage Fund LLC

Carmel, CA · CIK 0001831876

Offering snapshot reported Nov 9, 2023 · SEC filing

Reported sold
$11.7M
Indefinite offering
Investors reported
11
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 1, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.83M$11.7MNov 13, 2020: $1,300,000.00Nov 13, 2020Nov 12, 2021: $2,625,000.00Nov 12, 2021Nov 10, 2022: $5,777,850.00Nov 10, 2022Nov 9, 2023: $11,662,850.00Nov 9, 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$5,777,850 → $11,662,850
  • Reported investors8 → 11

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 9, 2023Amendment$11,662,850$5,885,000vs Nov 10, 202211SEC filing
Nov 10, 2022Amendment$5,777,850$3,152,850vs Nov 12, 20218SEC filing
Nov 12, 2021Amendment$2,625,000$1,325,000vs Nov 13, 20207SEC filing
Nov 13, 2020Initial$1,300,000No comparison6SEC 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
021-380483

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
EurekaCap Partners, Inc.142248
Generation Alfa Ltd.None
Tangent Capital Partners, LLC146999
Thomas A. Ducrot5387991EUROLINK SECURITIES LLC · CRD 165041

Source: Form D, filed Nov 9, 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
Welton Investment Corporation Executive
Welton Investment Partners Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Eastwood Building San Carlos Between 5 Th And 6 Th
Carmel, CA, 93921