Form D · Other Investment Fund

1900 Direct Series LLC

San Antonio, TX · CIK 0001944477

Offering snapshot reported Jan 27, 2023 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 27, 2023AmendmentYet to sellNo comparison0SEC filing
Nov 3, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-463725
This is a Series LLC. Each series will have its own offering amount, which will be determined based on the underlying investment opportunity.
No sales commissions or finder's fees will be paid.

Source: Form D, filed Jan 27, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

1900 DIRECT SERIES LLC

Investment adviser: 1900 WEALTH MANAGEMENT LLC

Gross asset value
$0
Beneficial owners
1
ADV minimum commitment
$0

Reported in Form ADV on Aug 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SECURITIZE FUND SERVICES FORMERLY THEOREM FUND SERVICES MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ABIP CPA SAN ANTONIO, Texas, United States
Custodian JEFFERSON BANK SAN ANTONIO, Texas, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ABIP CPA
PCAOB 5585

Filing source

Form ADV 2127320 · Aug 20, 2026 · Schedule D 7.B.(1), fund 805-6174907787

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Todd L Brockwell Executive
1900 Wealth Management Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1777 Ne Loop 410 Suite 200
San Antonio, TX, 78217