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EDGAR Verified
Primary Source · SEC.gov

EquityZen Growth Technology Fund LLC - Series 551

CIK 0001804118Single-Deal SPV2020 vintage506(b), 3(c)(1)

Raised

$823K

Investors

41

Min Invest

$10,000

AltStreet Analysis

·

Generated from EDGAR primary sources

EquityZen Growth Technology Fund LLC - Series 551 is a Delaware pooled investment fund vehicle filed by EquityZen Advisors LLC on 2020-04-09 as an amended Form D. The fund raised $823K from 41 investors with a $10K minimum investment, relying on Rule 506(b) and Section 3(c)(1) exemptions. This is part of EquityZen's platform of 1,891 related pre-IPO investment entities.

This pre-IPO pooled fund uses the standard 506(b)/3(c)(1) exemption combination common to private fund series vehicles, with a retail-accessible $10K minimum typical of EquityZen's democratized secondary market model. The 41-investor count and $823K raise reflect the platform's strategy of aggregating smaller checks into single-company SPVs.

Data Flags

generalAmendment filed with no first sale date disclosed; standard practice across EquityZen platform entities for ongoing series vehicles
investor_concentration41 investors contributing $823K yields approximately $20K average check size, indicating broad retail participation consistent with platform model

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001804118
Entity NameEquityZen Growth Technology Fund LLC - Series 551
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 9, 2020
Accession Number0001787231-20-000002
Total Amount Sold$823K
Total Investors41
Minimum Investment$10,000
Securities TypeEquity, Pooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

EquityZen Advisors LLC

Executive Officer, Director · New York, NY

Richard Thoms

Executive Officer · Salt Lake City, UT

Assure Fund Management II LLC

Director · Salt Lake City, UT

Philip Haslett

Executive Officer, Director · New York, NY

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.