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EDGAR Verified
Primary Source · SEC.gov

EquityZen Growth Technology Fund LLC - Series 663

CIK 0001824345Single-Deal SPV2020 vintage506(b), 3(c)(1)

Raised

$339K

Investors

16

Min Invest

$10,007

AltStreet Analysis

·

Generated from EDGAR primary sources

EquityZen Growth Technology Fund LLC - Series 663 is a Delaware pooled investment vehicle filed by EquityZen Advisors LLC on 2020-11-18, raising $339K from 16 investors with a $10K minimum investment under Rule 506(b) and Section 3(c)(1). This is part of EquityZen's pre-IPO secondary share platform, which operates 1,891 related EDGAR entities providing accredited investors access to private company equity.

This pre-IPO fund uses the standard 506(b)/3(c)(1) exemption pattern common to registered investment adviser-managed vehicles seeking to remain outside Investment Company Act registration while limiting to accredited investors. The $10K minimum investment represents a retail-accessible tier within the pre-IPO secondary market category, significantly lower than typical institutional pre-IPO funds.

Data Flags

total_amount_soldAverage investor commitment of approximately $21K suggests highly fragmented capital raise with small individual check sizes relative to the $10K minimum

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001824345
Entity NameEquityZen Growth Technology Fund LLC - Series 663
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateNovember 18, 2020
Accession Number0001824345-20-000001
Total Amount Sold$339K
Total Investors16
Minimum Investment$10,007
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.