Form D · Other Banking and Financial Services
Supervest Financing, LLC, Portfolio Value Series
New York, NY · CIK 0002094184
Offering snapshot reported Aug 18, 2026 · SEC filing
- Reported sold
- $2.99M Offering amount: $5M
- Investors reported
- 48 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 15, 2024 As reported in this filing
Fundraising history
Reported soldDates 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 sold$2,717,022 → $2,991,254
- Reported investors42 → 48
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 18, 2026 | Amendment | $2,991,254 | $274,232vs Nov 26, 2025 | 48 | SEC filing |
| Nov 26, 2025 | Initial | $2,717,022 | No comparison | 42 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06c, 3C, 3C.4
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-565240
Source: Form D, filed Aug 18, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
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.
| Name | Reported role |
|---|---|
| Kris Kehler | Director, Executive |
| Jeremy Morton | Director, Executive |
| Supervest, Inc. | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:New York, NY, 10005
Phone: 914-928-2419