Data / Form D filings / Aug 7
Form D filings, August 7, 2024: 90 companies raised $949.3 million
90 operating companies filed a Form D on August 7, 2024, reporting $949.3 million sold. Largest: UM Capital LLC ($200 million), WESBANCO INC ($200 million), Vehlo Holdings, LP ($98.4 million). The median filing is $2.4 million, and 150 pooled investment funds also filed that day.
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- 90Form D filings
- $949.3 millionreported sold
- $2.4 millionmedian amount sold
- CAmost filings (16)
Most filings by state: CA 16, TX 12, NY 9, GA 6, PA 6. By industry: Other 25, Commercial 12, Other Real Estate 11, Other Technology 11.
Every company that filed, largest first
| Company | Industry | City | State | Amount sold | Offering | Investors | Filed | Filing |
|---|---|---|---|---|---|---|---|---|
| UM Capital LLC | Other Energy | Sheridan | WY | $200,000,000 | $200,000,000 | 1 | Aug 7 | sec.gov |
| WESBANCO INC | Commercial Banking | Wheeling | WV | $200,000,000 | $200,000,000 | 19 | Aug 7 | sec.gov |
| Vehlo Holdings, LP (amended) | Other | Knoxville | TN | $98,422,136 | Indefinite | 47 | Aug 7 | sec.gov |
| NexPoint Semiconductor Manufacturing DST (amended) | Other Real Estate | Dallas | TX | $42,621,204 | $136,944,633 | 93 | Aug 7 | sec.gov |
| PG Dallas Uptown Investors, LLC (amended) | Other Real Estate | Atlanta | GA | $42,476,659 | $51,100,000 | 272 | Aug 7 | sec.gov |
| Cunat Exchange VII DST (amended) | Residential | Mchenry | IL | $41,064,053 | $41,064,053 | 92 | Aug 7 | sec.gov |
| Mechanical Orchard, Inc. | Other | San Francisco | CA | $39,999,998 | $49,999,994 | 1 | Aug 7 | sec.gov |
| Kate Therapeutics Inc. | Biotechnology | San Diego | CA | $35,000,000 | $35,000,000 | 5 | Aug 7 | sec.gov |
| Austin Cryo Ventures, LLC (amended) | Retailing | Austin | TX | $27,526,445 | $27,526,445 | 32 | Aug 7 | sec.gov |
| Kate Therapeutics Inc. | Biotechnology | San Diego | CA | $21,775,022 | $23,363,910 | 8 | Aug 7 | sec.gov |
| Kate Therapeutics Inc. | Biotechnology | San Diego | CA | $16,000,000 | $16,000,000 | 1 | Aug 7 | sec.gov |
| PSOF LO Sunnyvale Side Car, LLC (amended) | Other Real Estate | Atlanta | GA | $15,440,000 | $23,690,550 | 42 | Aug 7 | sec.gov |
| VIRTUOUS SOFTWARE, INC. | Other Technology | Phoenix | AZ | $15,000,000 | $15,000,000 | 1 | Aug 7 | sec.gov |
| CarbonBuilt, Inc. (amended) | Other | Torrance | CA | $14,350,628 | $19,325,654 | 29 | Aug 7 | sec.gov |
| Ambrosia Biosciences Inc. | Biotechnology | Boulder | CO | $12,500,000 | $25,000,000 | 6 | Aug 7 | sec.gov |
| Real Estate Business Analytics, Inc. | Other Technology | Littleton | CO | $10,024,981 | $10,025,000 | 2 | Aug 7 | sec.gov |
| WELLNESS COACHES USA, LLC (amended) | Other | Blue Bell | PA | $9,750,000 | $12,000,000 | 9 | Aug 7 | sec.gov |
| EAG Holdings LP | Other | New York | NY | $8,500,000 | $8,500,000 | 3 | Aug 7 | sec.gov |
| Portable OnSite Services Holdings, LLC | Other | Chicago | IL | $7,785,000 | $7,785,000 | 7 | Aug 7 | sec.gov |
| AiFi Inc. | Other | Burlingame | CA | $6,700,302 | $19,999,969 | 22 | Aug 7 | sec.gov |
| Swap Labs, Inc. | Other Technology | Dover | DE | $5,999,975 | $5,999,975 | 18 | Aug 7 | sec.gov |
| Peaceable Investor Group V (MD) LLC | Residential | Yardley | PA | $5,542,390 | $5,542,390 | 13 | Aug 7 | sec.gov |
| JCC Storage Lenders, LLC | REITS and Finance | Issaquah | WA | $5,500,000 | $13,500,000 | 22 | Aug 7 | sec.gov |
| WF TP Point Hope 3, LLC | Commercial | Raleigh | NC | $5,447,735 | $5,447,735 | 7 | Aug 7 | sec.gov |
| CARDINAL VILLAGE HOLDINGS, LLC | Commercial | Minneapolis | MN | $5,025,103 | $6,100,000 | 81 | Aug 7 | sec.gov |
| 100 Riverchase LLC | Other Real Estate | Huntington | NY | $4,920,000 | $4,920,000 | 36 | Aug 7 | sec.gov |
| 931 1st Street LP | Commercial | El Segundo | CA | $4,847,414 | $5,000,000 | 8 | Aug 7 | sec.gov |
| PG Jackson Investors II, LLC (amended) | Other Real Estate | Atlanta | GA | $4,835,000 | $7,700,000 | 22 | Aug 7 | sec.gov |
| Zitadel, Inc. | Other Technology | San Francisco | CA | $3,999,996 | $4,000,000 | 2 | Aug 7 | sec.gov |
| canopie, Inc. | Other Technology | Mclean | VA | $3,598,758 | $3,848,768 | 25 | Aug 7 | sec.gov |
| Byldtech Inc. | Business Services | Lafayette | CA | $3,172,000 | $3,172,000 | 7 | Aug 7 | sec.gov |
| Alpha Design AI, Inc. | Other Technology | Goleta | CA | $3,089,998 | $3,089,998 | 7 | Aug 7 | sec.gov |
| 291 Beacon St, LLC | Residential | Cambridge | MA | $2,871,000 | $2,871,426 | 12 | Aug 7 | sec.gov |
| 2055 RYER FUNDING L.P. (amended) | Other Real Estate | Woodmere | NY | $2,850,000 | $2,850,000 | 25 | Aug 7 | sec.gov |
| 2055 RYER FUNDING L.P. | Other Real Estate | Woodmere | NY | $2,850,000 | $2,850,000 | 24 | Aug 7 | sec.gov |
| Red Roots Communities Workforce Housing Fund, LLC10 | Residential | Charlottesville | VA | $2,375,000 | $10,000,000 | 5 | Aug 7 | sec.gov |
| LOOK NORTH WORLD INC. | Other | Chicago | IL | $1,949,995 | $2,250,000 | 6 | Aug 7 | sec.gov |
| Virunga Potato Company, LLC | Other | Portland | OR | $1,520,000 | $1,520,000 | 37 | Aug 7 | sec.gov |
| EAG Holdings LP | Other | New York | NY | $1,500,000 | $1,500,000 | 2 | Aug 7 | sec.gov |
| SOLANO IV, LLC | Commercial | Bronx | NY | $1,375,000 | $1,400,000 | 18 | Aug 7 | sec.gov |
| Belhaven Development Fund, LP | Residential | Rogers | AR | $1,340,000 | Indefinite | 8 | Aug 7 | sec.gov |
| LIV PUR, LLC | Other | Bethlehem | PA | $1,000,000 | $1,000,000 | 4 | Aug 7 | sec.gov |
| BioDynamik, Inc. | Biotechnology | Lake Forest | CA | $1,000,000 | $3,000,000 | 1 | Aug 7 | sec.gov |
| Vortic, Inc. | Manufacturing | Fort Collins | CO | $1,000,000 | $1,000,000 | 1 | Aug 7 | sec.gov |
| MCP Johns Creek Holdings, LLC | Other Real Estate | Dallas | TX | $935,000 | $6,539,895 | 20 | Aug 7 | sec.gov |
| 1376 Campus Road Associates, LLC | Commercial | Conshohocken | PA | $625,000 | $1,750,000 | 4 | Aug 7 | sec.gov |
| TOROSE 910 LINCOLN GP, LLC | Commercial | Miami | FL | $550,000 | $550,000 | 10 | Aug 7 | sec.gov |
| Brady Wellness Holdings BKD, LLC | Retailing | Atlanta | GA | $500,002 | $500,002 | 7 | Aug 7 | sec.gov |
| MentalHappy Inc | Other Technology | Birmingham | AL | $500,000 | $2,000,000 | 2 | Aug 7 | sec.gov |
| Plutoshift AI, Inc. | Other Technology | Dublin | CA | $400,000 | $1,000,000 | 3 | Aug 7 | sec.gov |
| Stiira Corp (amended) | Other Technology | Portland | OR | $400,000 | $1,000,000 | 3 | Aug 7 | sec.gov |
| Gaingels Skydio LLC | Other | Burlington | VT | $373,402 | $373,402 | 27 | Aug 7 | sec.gov |
| Legacy Pines Capital FF I, LLC | Other | Henrico | VA | $350,000 | $350,000 | 2 | Aug 7 | sec.gov |
| Aztec Minerals Corp. | Other | Vancouver | $260,304 | $441,070 | 1 | Aug 7 | sec.gov | |
| CarNext, Inc. | Other Technology | Cape Coral | FL | $250,642 | $250,642 | 1 | Aug 7 | sec.gov |
| Stork Exchange, Inc. | Other | Charlotte | NC | $250,000 | $250,000 | 1 | Aug 7 | sec.gov |
| Kizzy Labs Corp. (amended) | Other | Dover | DE | $240,000 | $600,000 | 4 | Aug 7 | sec.gov |
| Ophthalmology Surgery Center of Dallas, LLC | Other Health Care | Dallas | TX | $194,145 | $2,912,180 | 1 | Aug 7 | sec.gov |
| Tribe HQ LLC | Business Services | Raleigh | NC | $135,000 | $135,000 | 3 | Aug 7 | sec.gov |
| USEDC 2024 B Drilling Fund LP (amended) | Oil and Gas | Arlington | TX | $130,000 | $250,000,000 | 0 | Aug 7 | sec.gov |
| USEDC Mineral Exchange I LLC (amended) | Oil and Gas | Arlington | TX | $127,457 | $100,000,000 | 0 | Aug 7 | sec.gov |
| Genesis Accel Opportunity Fund LLC - Series 12 | Investing | Miramar | FL | $125,000 | $125,000 | 2 | Aug 7 | sec.gov |
| OCRA Senior Opportunity Partners, LLC | Other | Alpharetta | GA | $100,000 | $20,000,000 | 1 | Aug 7 | sec.gov |
| INSTITUTIONAL DRILLING FUND I LP (amended) | Oil and Gas | Arlington | TX | $100,000 | $250,000,000 | 0 | Aug 7 | sec.gov |
| Gaingels NopSec 2022 LLC (amended) | Other | Burlington | VT | $60,416 | $60,416 | 12 | Aug 7 | sec.gov |
| USEDC 2024 Drilling Fund LP (amended) | Oil and Gas | Arlington | TX | $53,763 | $250,000,000 | 0 | Aug 7 | sec.gov |
| PureWave Hydrogen Corp. | Other | Denver | CO | $35,000 | $35,000 | 2 | Aug 7 | sec.gov |
| Global Compliance Applications Corp. | Other Technology | Vancouver | $33,940 | $33,940 | 1 | Aug 7 | sec.gov | |
| Investhome REIT, LLC | REITS and Finance | Washington | DC | $30,000 | Indefinite | 3 | Aug 7 | sec.gov |
| WYTEC INTERNATIONAL INC | Telecommunications | San Antonio | TX | $25,000 | $10,000,000 | 1 | Aug 7 | sec.gov |
| Arizona Home & Auto LLC | Other | Newtown Square | PA | $4,200 | $180,000 | 7 | Aug 7 | sec.gov |
| River Runway, LLC | Residential | Knoxville | TN | $0 | $3,700,000 | 0 | Aug 7 | sec.gov |
| Seguin Business Park LLC | Other Real Estate | San Antonio | TX | $0 | $3,000,000 | 0 | Aug 7 | sec.gov |
| Elmwood Center Holdings, LLC | Commercial | Columbia | SC | $0 | $1,000,000 | 0 | Aug 7 | sec.gov |
| Valley Best Storage Holdings LLC | Commercial | Redondo Beach | CA | $0 | $2,600,000 | 0 | Aug 7 | sec.gov |
| Prime Property Partners, LLC | Residential | New Braunfels | TX | $0 | $10,000,000 | 0 | Aug 7 | sec.gov |
| Moth Film, L.P. | Other | New York | NY | $0 | Indefinite | 0 | Aug 7 | sec.gov |
| CapitalSource Fixed Income Fund I LLC | Other Real Estate | Los Angeles | CA | $0 | $100,000,000 | 0 | Aug 7 | sec.gov |
| OK Stone Fund I LLC | Other | Dover | DE | $0 | $2,000,000 | 0 | Aug 7 | sec.gov |
| KDR Multi-Family Fund II, LP | Residential | Lenexa | KS | $0 | $100,000,000 | 0 | Aug 7 | sec.gov |
| HERO Timberline Fund 1 LLC | Commercial | Sugar Land | TX | $0 | $1,500,000 | 0 | Aug 7 | sec.gov |
| Lancaster M Avenue OZ Fund LLC | Commercial | Los Angeles | CA | $0 | $2,700,000 | 0 | Aug 7 | sec.gov |
| METCALF FLEX & INDUSTRIAL CENTER LLC | Commercial | Columbia | SC | $0 | $250,000 | 0 | Aug 7 | sec.gov |
| 15455 Houston, DST | Residential | Los Angeles | CA | $0 | $9,700,000 | 0 | Aug 7 | sec.gov |
| Strings on Christopher Ltd Liability Co | Other | New York | NY | $0 | $1,800,000 | 0 | Aug 7 | sec.gov |
| Happy Medium Development Ltd Liability Co | Other | New York | NY | $0 | $3,000,000 | 0 | Aug 7 | sec.gov |
| Neighbour Development Inc. (amended) | Other Real Estate | Douglasville | GA | $0 | $250,000 | 0 | Aug 7 | sec.gov |
| Tandigm Value Partners, LLC | Other Health Care | West Conshohocken | PA | $0 | Indefinite | 1 | Aug 7 | sec.gov |
| CC RECON INVESTORS LLC (amended) | Commercial | Denver | CO | $0 | $5,000,000 | 0 | Aug 7 | sec.gov |
| HICKMAN, WILLIAMS & CO | Other | Cincinnati | OH | $0 | $249,984 | 0 | Aug 7 | sec.gov |
August 8, 2024 · August 6, 2024 · The whole week · All Form D filings
Read from SEC EDGAR. Amount sold is what the company 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.