Form D · Other Technology
TPEG Plato Investors LLC
Southlake, TX · CIK 0001805390
Offering snapshot reported Mar 27, 2023 · SEC filing
- Reported sold
- $760K Offering amount: $10M
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 17, 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 27, 2023 | Initial | $760,000 | No comparison | 15 | SEC filing |
| Dec 17, 2021 | Initial | $3,300,000 | No comparison | 71 | SEC filing |
| Jan 22, 2021 | Initial | $2,830,000 | No comparison | 36 | SEC filing |
| Jul 16, 2020 | Amendment | $8,060,000 | $0vs May 4, 2020 | 90 | SEC filing |
| May 4, 2020 | Amendment | $8,060,000 | $0vs May 4, 2020 | 90 | SEC filing |
| May 4, 2020 | Initial | $8,060,000 | No comparison | 90 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-477027
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| TPEG Securities | 146726 |
Source: Form D, filed Mar 27, 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
TPEG PLATO INVESTORS, LLC
Investment adviser: TRINITY INVESTORS FUND ADVISORS, LLC
- Gross asset value
- $10.6M
- Beneficial owners
- 86
- ADV minimum commitment
- $25K
Reported in Form ADV on May 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 2107310 · May 20, 2026 · Schedule D 7.B.(1), fund 805-8362785948
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.
| Name | Reported role |
|---|---|
| Sanjay Chandra | Executive |
| Daniel Meader | Executive |
| Dan Meader | Executive |
Issuer details
Industry: Other Technology (See others in industry)
Address:Southlake, TX, 76092