Form D · Other Investment Fund

HS Select I, LLC

Atlanta, GA · CIK 0001807101

Offering snapshot reported Mar 18, 2021 · SEC filing

Reported sold: $26M
Investors reported: 9
Minimum accepted: $250K
First sale: Jul 31, 2018

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors7 → 9

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 18, 2021	Amendment	$26,000,000	$0vs Mar 24, 2020	9	SEC filing
Mar 24, 2020	Initial	$26,000,000	No comparison	7	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-363580

Source: Form D, filed Mar 18, 2021. 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

HS SELECT I, LLC

Investment adviser: WAVERLY ADVISORS, LLC

Gross asset value: $544K
Beneficial owners: 9
ADV minimum commitment: $1M

Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States

Custodian COMMERCEONE BIRMINGHAM, Alabama, 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

RICHEY MAY & CO.
PCAOB 673

Filing source

Form ADV 2129842 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-2203403809

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
Name	Reported role
Scott E. Craig	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Bt Wealth Management, Llc Riverwood 200, 3300 Riverwood Parkway Su
Atlanta, GA, 30339