Data / Form D filings / Diversified Income Strategy Fund, LLC
Diversified Income Strategy Fund, LLC: Form D filings
Diversified Income Strategy Fund, LLC, a real estate finance company in Huntington Beach, CA, filed 5 Form D notices with the SEC between 2019 and 2024. The latest, on November 7, 2024, reports $7.3 million sold of a $25 million offering to 15 investors.
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Company details from the filing
- Address
- 16152 Beach Blvd, Suite 120, Huntington Beach, CA, 92647
- Phone
- (714) 914-2108
- Industry
- REITS and Finance
- Entity type
- Limited Liability Company
- Incorporated in
- California
- Year incorporated
- 2019
- Revenue range
- $1 - $1,000,000
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1793329
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Nov 7, 2024 | New notice | $25,000,000 | $7,329,617 | $17,670,383 | 15 | Nov 7, 2019 | sec.gov |
| Feb 24, 2023 | New notice | $25,000,000 | $6,609,483 | $18,390,517 | 15 | Nov 7, 2019 | sec.gov |
| Feb 22, 2022 | Amendment | $25,000,000 | $6,378,641 | $18,621,359 | 10 | Nov 7, 2019 | sec.gov |
| Nov 23, 2020 | Amendment | $25,000,000 | $5,372,274 | $19,627,726 | 10 | Nov 7, 2019 | sec.gov |
| Nov 6, 2019 | New notice | $25,000,000 | $0 | $25,000,000 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Clifford C Adkins | Executive Officer, Director |
Other real estate finance companies in California that filed recently
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- SOCOTRA FUND, LLC $257.5 million · Oct 6, 2026
- BR Coinvest RT, LLC $125,000 · Oct 5, 2026
Every Form D from the week of Nov 4, 2024 · All recent filings in California · All recent REITS and Finance filings
Read from SEC EDGAR. Amount sold is what Diversified Income Strategy Fund, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.