Form D · Other Banking and Financial Services

Supervest Investments, LLC, Series A

New York, NY · CIK 0001867717

Offering snapshot reported Aug 18, 2026 · SEC filing

Reported sold
$13M
Offering amount: $13M
Investors reported
92
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Oct 15, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.5M$13MMar 4, 2022: $1,025,000.00Mar 4, 2022Oct 8, 2025: $10,687,867.00Oct 8, 2025Mar 16, 2026: $11,151,732.00Apr 22, 2026: $11,606,350.00Jun 8, 2026: $11,856,350.00Aug 18, 2026: $12,998,850.00Aug 18, 2026

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 sold$11,856,350 → $12,998,850

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 18, 2026Amendment$12,998,850$1,142,500vs Jun 8, 202692SEC filing
Jun 8, 2026Amendment$11,856,350$250,000vs Apr 22, 202692SEC filing
Apr 22, 2026Amendment$11,606,350$454,618vs Mar 16, 202692SEC filing
Mar 16, 2026Amendment$11,151,732$463,865vs Oct 8, 202588SEC filing
Oct 8, 2025Amendment$10,687,867$9,662,867vs Mar 4, 202286SEC filing
Mar 4, 2022Initial$1,025,000No comparison10SEC 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
021-435880

Source: Form D, filed Aug 18, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

SUPERVEST INVESTMENTS, LLC

Investment adviser: SV CAPITAL MANAGEMENT, LLC

Gross asset value
$4.2M
Beneficial owners
60
ADV minimum commitment
$25K

Reported in Form ADV on Jul 11, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian OLD NATIONAL BANCORP EVANSVILLE, Indiana, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1749420 · Jul 11, 2023 · Schedule D 7.B.(1), fund 805-3783516105

Reported by SV CAPITAL MANAGEMENT, LLC (CRD 324286).

Initial SEC ERA Report.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Kris Kehler Director, Executive
Jeremy Morton Director, Executive
Christopher Queen Executive
Supervest, Inc. Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
40 Wall Street, Floor 38 Suite 3800
New York, NY, 10005
Phone: 914-928-2419