Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2024-10-31 | D | $0 | 0 | |
| 2025-10-31 | D/A | $0 | 0 | $0 |
| 2026-10-23 | D/A | $30M | 2 | +$30M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Earlier and related filings by the same issuer and sponsor. All Edge Aviation Financing vehicles →
Sold rose to $NaN (+$30M, +2 investors) in 357 days since the previous filing.
COLDSTREAM WEALTH MANAGEMENT (COLDSTREAM CAPITAL MANAGEMENT INC)
Website and main-office phone from Form ADV. Subscribe to unlock
The administrator, auditor, custodian and prime broker named on this adviser's 1 other fund: whether a new mandate here is a displacement or a greenfield. Subscribe to unlock
3 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
| Bryan Tiernan | Director |
| -- Carne Global Fund Managers (Ireland) Limited | Executive Officer |
| Teddy Otto | Director |
| -- Coldstream Capital Management, Inc. | Executive Officer, Promoter |
| Howard Coleman | Director |
| Mounir Kuzbari | Director |
Signed by Howard Coleman, Director.
Placement agents / sales compensation: CITIGROUP GLOBAL MARKETS INC.
Relevant to: Fund audit & tax, Fund administrator.
The issuer's phone number and address from the filing are shown to subscribers. See plans.
