Embarc
Venture

Summit Strategic Solutions LLC

Raising 2017-03-22

Other Investment Fund · adviser (attributed) Mercer Investments LLC

  • CIK 1556855
  • File 021-184253
  • State MO
  • 506(b)
  • 3(c)(1)
Sought
Indefinite
no ceiling stated
Sold so far
$929M
as of 2017-03-22
Investors
29
reported
Minimum investment
$1M
per investor, as filed

Connected

from Form D 021-184253
Adviser (attributed)Mercer Investments LLCPeople · Item 3Summit Strategies Inc.Filing · 2017-03-22Form D 021-184253Fund family · dashboard48 funds on its Form ADV
Summit Strategic Solutions LLCCIK 1556855

Fund size — sought vs sold

No ceiling stated: the Form D answers "Indefinite", so $929M sold is the running total of subscriptions, not a share of a target.

Facts

As its latest Form D states them

Fund type
Other Investment Fund
Adviser (attributed)
Mercer Investments LLC
State
Missouri (MO)
Exemptions
Rule 506(b); Investment Company Act Section 3(c)(1)
First filed
2012-09-17
Latest filing
2017-03-22
First sale
2012-09-04
Filings
6 Form D

People

Named in Item 3 of its latest Form D, filed 2017-03-22

Related persons
NameRelationshipClarification
Summit Strategies Inc.RelationshipExecutive OfficerClarificationManager of Issuer

Amendments

amount sold · by filing date
2017-03-22 · $929M
  1. 2012-09-17$216MD · 3 inv.
  2. 2013-04-09$235MD/A · 5 inv.
  3. 2014-04-09$606MD/A · 19 inv.
  4. 2015-04-02$741MD/A · 19 inv.
  5. 2016-04-01$837MD/A · 23 inv.
  6. 2017-03-22$929MD/A · 29 inv.

Hover a dot or row, or tab through the dots · bars scaled to the largest round ($929M)

The other funds of Mercer Investments LLC (48 on Form ADV) and every Form D as filedSee plans

A fund's Form D states its target and what it has sold so far. The dashboard puts it beside the adviser's other funds from Form ADV, the startups linked to it, and every amendment as filed.

  • The adviser's Venture page: its Form ADV funds, assets and other Form D offerings
  • Where co-filings link it, the startups this fund backed
  • Every Form D and amendment as filed, with what each one stated
  • Everyone its filings name, linked to their other funds and companies

Part of the Venture plan — $140/mo at launch pricing ($350 list)

See plans

External link: SEC Filings ↗