Raised
$3M
Investors
53
Min Invest
$10,000
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AltStreet Analysis
·Generated from EDGAR primary sources
Sunwealth Note Pool 2 LLC is a Delaware pooled investment vehicle that filed a Form D on 2018-09-12 under the Rule 506(b) exemption, reporting $3.1M raised from 53 investors with a $10K minimum investment. The filing lists Sunwealth Power, Inc. and individuals Jonathan Abe, Omar Blayton, and Ryan Dings as executive officers/promoters; no parent platform or related entity filings are currently matched in the database.
This is a smaller-scale alternative investment vehicle using the standard 506(b) exemption, which permits both accredited and limited non-accredited investors but restricts general solicitation. A $10K minimum and 53-investor base with an average check size near $58K is consistent with a retail-accessible pooled fund rather than an institutional vehicle, which typically carry much higher minimums.
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
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Fund family Part of the Sunwealth Note Pool family: 2 vehicles across 2 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
N/A Sunwealth Power, Inc.
Executive Officer, Promoter · Somerville, MA
Jonathan Abe
Executive Officer · Somerville, MA
Omar Blayton
Executive Officer · Somerville, MA
Ryan Dings
Executive Officer · Somerville, MA
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Eric GrunebaumCRD 6593435 on BrokerCheck
Associated broker-dealer: Bequia Securities, LLC (CRD 285783) · Arlington, MA · Soliciting in all states
Questions About Sunwealth Note Pool 2 LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Sunwealth Note Pool 2 LLC?
Sunwealth Note Pool 2 LLC is a Delaware limited liability company organized in 2017 that filed a Form D with the SEC on September 12, 2018 as a other investment fund. The filing claims Rule 506(b) for an offering of equity and pooled investment fund interests. AltStreet links the issuer to Sunwealth.
Is Sunwealth Note Pool 2 LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Sunwealth Note Pool 2 LLC filed a Form D with the SEC on September 12, 2018 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $3,100,000 sold to 53 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to Sunwealth, which AltStreet has reviewed. 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 Sunwealth Note Pool 2 LLC 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 Sunwealth Note Pool 2 LLC 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 Sunwealth Note Pool 2 LLC raised?
Sunwealth Note Pool 2 LLC reported $3,100,000 sold from 53 investors of a $3,100,000 total offering as of the Form D filed September 12, 2018.
Who can invest in Sunwealth Note Pool 2 LLC?
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 minimum investment accepted from an outside investor is $10,000.
What is the minimum investment in Sunwealth Note Pool 2 LLC?
The Form D lists $10,000 as the minimum investment accepted from any outside investor as of September 12, 2018. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Sunwealth Note Pool 2 LLC and how are they paid?
The Form D names Eric Grunebaum (CRD 6593435), associated with Bequia Securities, LLC as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $4,400 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Sunwealth Note Pool 2 LLC?
The Form D lists 4 related persons: Sunwealth Power, Inc., executive officer, promoter (Managing Member of Issuer); Jonathan Abe, executive officer (CEO of Sunwealth); Omar Blayton, executive officer (CFO of Sunwealth); Ryan Dings, executive officer (COO of Sunwealth). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Sunwealth Note Pool 2 LLC located?
The issuer's address on its SEC filings is 1 Davis Square, Suite 302, Somerville, MA 02144. Its phone number of record is 6176941789. It is organized under the laws of Delaware.
How long is the Sunwealth Note Pool 2 LLC 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, and no amendment is on record yet.
How large is Sunwealth Note Pool 2 LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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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.