SURGICARE OF LA VETA LTD
Raised
Pre-open
Investors
—
Min Invest
None stated
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
AltStreet Analysis
·Generated from EDGAR primary sources
SurgiCare of La Veta Ltd is a California-incorporated entity filing an original (non-amended) Form D for an equity offering under the 506(b) exemption. The filing is pre-open, with no capital raised amount, investor count, minimum investment, or first sale date disclosed, and lists Beach Surgical Holdings III, LLC as promoter alongside five individual directors. No parent platform or related entities were identified in the database.
This filing sits within the alternative_investment category as a 506(b) equity offering, a common exemption pattern for privately placed healthcare/surgical-facility vehicles that rely on existing relationships rather than general solicitation. With no minimum investment, raise amount, or investor count disclosed, it cannot yet be benchmarked against typical deal sizes in this space; it currently reads as an early-stage or pre-marketing filing.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
1
latest Nov 12, 2026
Critical / warning
0 / 0
0 watch · 1 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
6
pre_sale, lapsed
Latest event New filer · Nov 12, 2026
SEC.govInvestor
- 1 filing event with values and deltas, latest 2026-11-12, and alerts on the next one
- 6 offering timelines: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2026-11-12: 5 related persons added and 5 removed against the filing of 2023-06-09; 6 now listed. The names are in the Terminal feed.
N/A Beach Surgical Holdings III, LLC
Promoter · Fountain Valley, CA
Melissa Roguly
Director · Fountain Valley, CA
Annamarie Jones
Director · Fountain Valley, CA
Oren Shill
Director · Fountain Valley, CA
Natalija Koreka
Director · Fountain Valley, CA
Megan Hetherington
Director · Fountain Valley, CA
Questions About SURGICARE OF LA VETA LTD
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is SURGICARE OF LA VETA LTD?
SURGICARE OF LA VETA LTD is a California limited partnership that filed a Form D with the SEC on November 12, 2026 in the Other Health Care industry group. The filing claims Rule 506(b) for an offering of equity.
Is SURGICARE OF LA VETA LTD legit?
AltStreet does not rate legitimacy; it reports the public record. SURGICARE OF LA VETA LTD filed a Form D with the SEC on November 12, 2026 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is SURGICARE OF LA VETA LTD registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that SURGICARE OF LA VETA LTD claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has SURGICARE OF LA VETA LTD raised?
SURGICARE OF LA VETA LTD reported that the first sale had not yet occurred as of the Form D filed November 12, 2026, so no amount sold or investor count is on file. The total offering amount is $432,000.
Who can invest in SURGICARE OF LA VETA LTD?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in SURGICARE OF LA VETA LTD?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling SURGICARE OF LA VETA LTD and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind SURGICARE OF LA VETA LTD?
The Form D lists 6 related persons: Beach Surgical Holdings III, LLC, promoter (General Partner of Issuer); Melissa Roguly, director (Manager of Issuer's General Partner); Annamarie Jones, director (Manager of Issuer's General Partner); Oren Shill, director (Manager of Issuer's General Partner); Natalija Koreka, director (Manager of Issuer's General Partner); Megan Hetherington, director (Manager of Issuer's General Partner). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is SURGICARE OF LA VETA LTD located?
The issuer's address on its SEC filings is 681 South Parker Street, Suite 150, Orange, CA 92868. Its phone number of record is 714-744-0900. It is organized under the laws of California.
How long is the SURGICARE OF LA VETA LTD offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 3 amendments are on record for this CIK.
What is SURGICARE OF LA VETA LTD's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.
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.