Form D · Other

Utah Resort Investment S LLC

Milwaukee, WI · CIK 0002043555

Offering snapshot reported Jan 5, 2026 · SEC filing

Reported sold
$12M
Offering amount: $46.4M
Investors reported
15
Form D · investor count
Minimum accepted
$800K
Reported outside-investor minimum
First sale
Apr 9, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6M$12MNov 5, 2024Nov 10, 2025: $6,300,000.00Jan 5, 2026: $12,000,000.00Jan 5, 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$6,300,000 → $12,000,000
  • Reported investors9 → 15

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 5, 2026Amendment$12,000,000$5,700,000vs Nov 10, 202515SEC filing
Nov 10, 2025Amendment$6,300,000No comparison9SEC filing
Nov 5, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06c, 3C, 3C.1, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$80K (estimated)
Form D file number
021-528620
Total amount reduced by sales in Utah Resort Investment LLC (URI) offering-aggregate maximum $60,800,000. Dec 2025 aggregate amount increased $8m up from $52,800,000. Total $14.4m sold in URI (offering closed). Maximum offering URIS is now $46,400,000.
Placement Agent receives a "success fee" of up to $80,000 per investor. In addition to the Administrative Fee, Placement Agents can also receive a maintenance fee equal to up to 3% of the aggregate funds invested by the Investor.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Emanuel John Xenick2477847Sequence Financial Specialists LLC · CRD 132915
Mark Angelo Bernegger4957208BCW Securities LLC · CRD 144930
John Polyviou2030212Innovation Partners LLC · CRD 146344

Source: Form D, filed Jan 5, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
N/A Fpp Utah Manager Llc Director
Robert William Kraft Director
Daniel John Wycklendt Director

Issuer details

Industry: Other (See others in industry)

Address:
311 E. Chicago Street, Suite 510
Milwaukee, WI, 53202