|
|
D/A |
2026-03-17 17:20:18 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- CAIS Capital LLC, RBC Wealth Management, Morgan Stanley Smith Barney LLC, BD4RIA, Inc., Integrity Alliance, LLC, Garden State Securities, Inc., Arkadios Capital, Harbor Investments Advisory, LLC, Steward Partners Investment Solutions, LLC, World Investments, LLC, Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC
- CIK Number
- 0001765107
- Filed Document
- 0000950142-26-000747
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2026-03-17 17:20:18 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2025-03-17 15:27:09 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- CAIS Capital LLC, RBC Wealth Management, Morgan Stanley Smith Barney LLC, and BD4RIA, Inc.
- CIK Number
- 0001765107
- Filed Document
- 0000950142-25-000760
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2025-03-17 15:27:09 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2024-03-15 10:07:24 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- CAIS Capital LLC, RBC Wealth Management, Morgan Stanley Smith Barney LLC, and BD4RIA, Inc.
- CIK Number
- 0001765107
- Filed Document
- 0000950142-24-000710
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2024-03-15 10:07:24 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2023-03-15 17:14:27 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- CAIS Capital LLC, RBC Wealth Management, Morgan Stanley Smith Barney LLC, and BD4RIA, Inc.
- CIK Number
- 0001765107
- Filed Document
- 0000950142-23-000709
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2023-03-15 17:14:27 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2022-03-15 16:31:13 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- CAIS Capital LLC, RBC Wealth Management, Morgan Stanley Smith Barney LLC, and BD4RIA, Inc.
- CIK Number
- 0001765107
- Filed Document
- 0000950142-22-001032
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2022-03-15 16:31:13 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2021-09-13 16:46:06 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- CAIS Capital LLC and RBC Wealth Management
- CIK Number
- 0001765107
- Filed Document
- 0000950142-21-002887
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-09-13 16:46:06 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2020-12-31 08:00:59 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- CAIS Capital LLC
- CIK Number
- 0001765107
- Filed Document
- 0000950142-20-002929
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2020-12-31 08:00:59 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D/A |
2019-12-31 16:35:08 UTC |
- Amount To Be Raised
- $5,000,000,000
- Associated Brokers / Dealers
- CAIS Capital LLC
- CIK Number
- 0001765107
- Filed Document
- 0000950142-19-002594
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2019-12-31 16:35:08 UTC
- Type of Offering
- D/A
- Industry
- Pooled Investment Fund
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|
|
|
D |
2019-01-18 14:58:31 UTC |
- Amount To Be Raised
- $5,000,000,000
- Associated Brokers / Dealers
- N/A
- CIK Number
- 0001765107
- Filed Document
- 0000950142-19-000083
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2019-01-18 14:58:31 UTC
- Type of Offering
- D
- Industry
- Pooled Investment Fund
- Principal Place of Business
- CALIFORNIA
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Equity
|