AltStreet
EDGAR Verified
Primary Source · SEC.gov

EquityBee 06 2020 5729, a series of EquityBee Master, LLC

CIK 0001819535Single-Deal SPV2020 vintage506(c), 3(c)(1)
Equitybee

Raised

$160K

Investors

7

Min Invest

$1,000

AltStreet Analysis

·

Generated from EDGAR primary sources

EquityBee 06 2020 5729 is a Delaware series LLC filed November 12, 2020, as part of the Equitybee pre-IPO investment platform. The entity raised $160K from 7 investors under Rule 506(c) and 3(c)(1) exemptions, with a $1K minimum investment. Management is provided by Assure Fund Management II LLC, with officers Richard Thoms and Jeremy Neilson.

This pre-IPO pooled investment fund uses the standard 506(c) public solicitation exemption with 3(c)(1) investment company exclusion, typical for retail-accessible startup equity vehicles. The $1K minimum investment represents the lower end of the pre-IPO category, consistent with democratized access models that aggregate smaller investors to fund employee stock option exercises.

Data Flags

generalAssure Fund Management II LLC listed as Director; Assure is typically a fund administration and SPV formation platform rather than the investment sponsor, suggesting Equitybee is the true sponsoring brand
first_sale_dateFirst sale date not disclosed despite completed $160K raise with 7 investors; filing occurred November 2020, suggesting sales had already occurred
investor_countAverage investor commitment of approximately $23K, indicating relatively small individual check sizes consistent with retail-accessible pre-IPO model

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001819535
Entity NameEquityBee 06 2020 5729, a series of EquityBee Master, LLC
Exemption506(c), 3(c)(1)
First Sale Date—
Filing DateNovember 12, 2020
Accession Number0001819535-20-000001
Total Amount Sold$160K
Total Investors7
Minimum Investment$1,000
Securities TypePooled Investment Fund
State of IncorporationNot specified
Amendment Count1 amendments filed

Related Persons (Form D)

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

Assure Fund Management II LLC

Director · Salt Lake City, UT

Richard Thoms

Executive Officer · Salt Lake City, UT

Jeremy Neilson

Executive Officer · Salt Lake City, UT

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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.