Data / Form D filings / Shield Wealth Income Management Fund, LLC
Shield Wealth Income Management Fund, LLC: Form D filings
Shield Wealth Income Management Fund, LLC, a real estate company in Port Richey, FL, filed 2 Form D notices with the SEC between 2023 and 2024. The latest, on April 29, 2024, reports $900,000 sold of a $100 million offering to 1 investor.
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Company details from the filing
- Address
- 9061 US HWY 19, Port Richey, FL, 34668
- Phone
- (727) 277-2999
- Industry
- Other Real Estate
- Entity type
- Limited Liability Company
- Incorporated in
- Florida
- Year incorporated
- 2023
- Revenue range
- No Revenues
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1978213
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Apr 29, 2024 | Amendment | $100,000,000 | $900,000 | $99,100,000 | 1 | Aug 23, 2023 | sec.gov |
| May 24, 2023 | New notice | $100,000,000 | $0 | $100,000,000 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Fernando Mejia | Executive Officer |
Other real estate companies in Florida that filed recently
- JBA Coinvest I LLC $2.1 million · Nov 2, 2026
- Salterstone Capital Partners LLC $314,000 · Oct 30, 2026
- Alalza Investment LLC offering · Oct 26, 2026
- BridgeWell Secured Income LP $8.9 million · Oct 20, 2026
- Best Made, Inc. $1.5 million · Oct 16, 2026
- Red Apple at North Port ELC, LLC offering · Oct 1, 2026
Every Form D from the week of Apr 29, 2024 · All recent filings in Florida · All recent Other Real Estate filings
Read from SEC EDGAR. Amount sold is what Shield Wealth Income Management 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.