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AltStreet
EDGAR Verified
Primary Source · SEC.gov

YieldStreet Inc.

CIK 0001660849Platform / Operating Company2024 vintage506(b)
Willow WealthFull Review

Raised

$66M

Investors

89

Min Invest

$0

AltStreet Analysis

·

Generated from EDGAR primary sources

YieldStreet Inc. is a Delaware incorporated platform company that raised $66.2M from 89 investors under Regulation D Rule 506(b) with no stated minimum investment, as reported in a February 6, 2024 filing. The entity issued equity securities and is associated with the Willow Wealth private credit platform ecosystem, which manages 74 related EDGAR entities including multiple YieldStreet-branded structured note and deal SPVs.

This 506(b) equity raise with no minimum investment and 89 investors represents an unusually broad retail-accessible structure for a platform company in the private credit space. The $743,820 average check size combined with zero stated minimum suggests institutionalized retail distribution capabilities, atypical for private credit platform sponsor equity rounds which normally carry high minimums and target institutional or accredited aggregators.

Data Flags

minimum_investment$0 stated minimum on a $66.2M equity raise with 89 investors suggests mass retail distribution capability for platform sponsor equity
securities_typeEquity securities issued by a private credit platform operator (YieldStreet), not the typical debt/credit instruments the platform itself sponsors
first_sale_dateFirst sale date not disclosed in filing, preventing vintage year determination and offering timeline assessment
sales_commissionsNo sales commissions stated on a 506(b) offering with broad investor base, which is unusual for retail-oriented securities

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001660849
Entity NameYieldStreet Inc.
Exemption506(b)
First Sale Date—
Filing DateFebruary 6, 2024
Accession Number0001660849-24-000006
Total Amount Sold$66M
Total Investors89
Minimum Investment$0 (no stated minimum)
Securities TypeEquity
State of IncorporationNot specified
Amendment CountOriginal filing only

Capital Raise Timeline

Chronological filing history from primary SEC Form D documents. Delta figures show change from previous filing.

Dec 2015D
$4M17 investors
Mar 2019D
$40M(+$36M)4 investors
Feb 2024DLatest
$66M(+$26M)89 investors(+85)

Related Persons (Form D)

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

Milind Mehere

Director · NEW YORK, NY

Michael Weisz

Executive Officer, Director · NEW YORK, NY

Joseph Melohn

Director · NEW YORK, NY

Ron Suber

Director · NEW YORK, NY

Chris Sugden

Director · NEW YORK, NY

Mitch Caplan

Director · NEW YORK, NY

Kunal Dasgupta

Director · NEW YORK, NY

Ivor Wolk

Executive Officer · NEW YORK, NY

Tim Schott

Executive Officer · NEW YORK, NY

Ted Yarborough

Executive Officer · 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. AltStreet analysis (summaries, flags, category context) is generated by Claude from this primary source data and reviewed for accuracy. Platform-provided information (if present) is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. EDGAR data is verified read-only — platforms may request factual corrections for demonstrable inaccuracies by contacting research@altstreet.investments. This page does not constitute investment advice.