Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Sold rose from $4.2M to $7.4M (+$3.1M) in 491 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-05-08 | D | $4.2M | 2 | |
| 2026-09-11 | D/A | $7.4M | 2 | +$3.1M |
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.
INSURANCE & WEALTH ADVISORS, LLC.
Website and main-office phone from Form ADV. Subscribe to unlock
This adviser reports no private funds on Form ADV, so a new fund here is its first: no incumbent administrator, auditor or custodian to displace.
12 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
| Cameron J. Vail | Executive Officer |
| NA NA SALI Fund Partners, LLC | Director |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Cameron J. Vail, Managing Director of the General Partner.
Relevant to: Fund audit & tax, Fund administrator, Placement agent / capital introduction, Custodian / prime broker.
The issuer's phone number and address from the filing are shown to subscribers. See plans.
