Form D · Other
Winter Forest Management LLC
New York, NY · CIK 0001945396
Offering snapshot reported Sep 13, 2022 · SEC filing
- Reported sold
- $330K Offering amount: $330K
- Investors reported
- 24 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Aug 30, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 13, 2022 | Initial | $330,000 | No comparison | 24 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.48K
- Finders' fees
- $0
- Form D file number
- 021-458659
To be paid to WealthForge Securities LLC CRD# 152550.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| WealthForge Securities LLC | 152550 | WealthForge Securities LLC · CRD 152550 |
Source: Form D, filed Sep 13, 2022. 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 |
|---|---|
| Jay Greenberg | Executive |
| Cayse Llorens | Executive |
| Max Volsky | Executive |
Issuer details
Industry: Other (See others in industry)
Address:
33 Whitehall Street 16 Th Floor
New York, NY, 10004
New York, NY, 10004