Circle of Wealth Fund III LLC

Reporting
CIK: 1762825•ID•Tier2

Equity (common or preferred stock) · Audited · Real Estate · SIC 6798

$75M
Qualified
maximum offering price, as qualified
—
Reported Sold
no 1-K or 1-Z states a sold amount
11
Filings
across 3 offerings

Equity Classes

TypeClassOutstanding
commonMembership Interests7,724,449

Service Providers

RoleProvider
auditorArmanino LLP
blue skyGeraci Law Firm
finderN/A
legalGeraci Law Firm
promoterN/A
sales commissionN/A
underwriterN/A

Offerings

File NumberFilingsFirst FiledLast FiledQualifiedPrice/SecuritySecurities OfferedOutstandingAggregate OfferingWithdrawn
024-1249212024-08-222024-08-22—$1K75,000—$75M—
024-1094882019-02-142023-08-232020-04-10$1K75,00049,375$02023-09-08
Embarc dashboard

Operations, the balance sheet and cash flows as filed, year by year — the filer's own captions, not a mapped chart of accounts — plus the tagged figures from every Form 1-A family filing, plotted on the dates they were actually reported. EDGAR still has each 1-K; the dashboard lays every year they filed next to it.

  • Every caption as the filer wrote it, across every annual report — not just the latest 1-K
  • Tagged reported figures across every filing — revenue, assets, cash — with a sparkline on the actual filing dates
  • A sparkline on each annual-statement line, so the shape is visible before the figures
  • A revenue series dated to the filings that reported it
  • A filing history that says what each document contributed, not only that it exists
  • Follow it, and see it change on your watchlist
Open in the dashboard
External link: SEC Filings