Form D · Other

Worth Investment Group, LLC

Orlando, FL · CIK 0001464447

Offering snapshot reported Apr 15, 2025 · SEC filing

Reported sold
$17.6M
Offering amount: $150M
Investors reported
161
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jan 12, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.79M$17.6MMay 26, 2009Jan 19, 2010: $750,000.00Jan 19, 2010: $75,000.00Feb 17, 2010: $125,000.00Oct 12, 2012: $5,116,265.00Oct 12, 2012Apr 15, 2025: $17,575,000.00Apr 15, 2025

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$5,116,265 → $17,575,000
  • Reported investors57 → 161

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 15, 2025Amendment$17,575,000$12,458,735vs Oct 12, 2012161SEC filing
Oct 12, 2012Amendment$5,116,265$4,991,265vs Feb 17, 201057SEC filing
Feb 17, 2010Amendment$125,000$50,000vs Jan 19, 20105SEC filing
Jan 19, 2010Amendment$75,000-$675,000vs Jan 19, 20103SEC filing
Jan 19, 2010Amendment$750,000No comparison3SEC filing
May 26, 2009InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$12.8M (estimated)
Finders' fees
$0
Form D file number
021-131477
The Managing Broker-Dealer is entitled to selling commissions of up to $9,000,000 + Managing Broker-Dealer fees of $2,250,000 + Due diligence allowance of $1,500,000

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Cabot Lodge Securities159712
World Equity Group, Inc.29087
Wealthforge Securities, LLC152550

Source: Form D, filed Apr 15, 2025. 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
M. Eric Boorom Executive
Don Ellison Executive
Worth Capital Llc Executive
Robert F. Maddox Executive

Issuer details

Industry: Other (See others in industry)

Address:
7705 Winegard Road Suite 190
Orlando, FL, 32809