Form D · Private Equity Fund
WORKBALANCE II, A SERIES OF WORKLYFEBALANCE LLC
Sandy, UT · CIK 0001970003
Offering snapshot reported May 1, 2023 · SEC filing
- Reported sold
- $10K Offering amount: $1M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Apr 18, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 1
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 1, 2023 | Amendment | $10,000 | No comparison | 1 | SEC filing |
| Mar 24, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-476851
Source: Form D, filed May 1, 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.
| Name | Reported role |
|---|---|
| Travis Ashby | Executive |
| Todd Miller | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
8679 S Sandy Pkwy Ste B
Sandy, UT, 84070
Sandy, UT, 84070