Form D · Other Banking and Financial Services

Supervest Investments, LLC, Series D

New York, NY · CIK 0002057882

Offering snapshot reported Aug 18, 2026 · SEC filing

Reported sold
$25.8M
Offering amount: $25.8M
Investors reported
208
Form D · investor count
Minimum accepted
$1.5K
Reported outside-investor minimum
First sale
Jun 1, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.9M$25.8MApr 22, 2026: $21,415,401.00Apr 22, 2026Jun 8, 2026: $23,178,487.00Jun 8, 2026Aug 18, 2026: $25,772,052.00Aug 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$23,178,487 → $25,772,052
  • Reported investors185 → 208

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 18, 2026Amendment$25,772,052$2,593,565vs Jun 8, 2026208SEC filing
Jun 8, 2026Amendment$23,178,487$1,763,086vs Apr 22, 2026185SEC filing
Apr 22, 2026Amendment$21,415,401No comparisonNot reportedSEC filing
Mar 16, 2026Amendment$17,240,364$4,886,051vs Oct 14, 2025158SEC filing
Oct 14, 2025Initial$12,354,313No comparison124SEC 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
021-560741

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.

People and organizations reported in Form D filings
NameReported 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:
40 Wall Street, Floor 38 Suite 3800
New York, NY, 10005
Phone: 914 928 2419