Form D · Private Equity Fund

1900 Insight Equity 4 2023 Series (fund in 1900 Direct Series LLC)

San Antonio, TX · CIK 0001985726

Offering snapshot reported Jul 18, 2023 · SEC filing

Reported sold
$6.59M
Indefinite offering
Investors reported
16
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 7, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 18, 2023Initial$6,590,000No comparison16SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-487173

Source: Form D, filed Jul 18, 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 INSIGHT EQUITY 4 2023 SERIES

Investment adviser: 1900 WEALTH MANAGEMENT LLC

Gross asset value
$6.36M
Beneficial owners
16
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: No
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 805-2688273833

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
* 1900 Wealth Management, Llc Promoter
Todd L. Brockwell Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1900 Broadway Suite 900
San Antonio, TX, 78215