AIM Defined Investment Fund, LLC
Raised
Pre-open
Investors
—
Min Invest
None stated
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AltStreet Analysis
·Generated from EDGAR primary sources
A Utah private fund (Rule 506(b), Sections 3(c) and 3(c)(1), indefinite offering) managed by Adams Wealth Management, LLC, doing business as Adams Wealth Advisors of Logan, Utah (SEC 801-110862; Form ADV Part 1: $565,770,135 discretionary regulatory assets under management across 2,506 accounts; commodity pool operator or trading adviser activity indicated; AIM-named affiliates including AIM Opportunity Zone Fund VII GP). Form D history: $2,004,890 to 10 investors (April 12, 2019); $5,495,464 and 23 (September 2020); $28,454,412 and 58 (April 2022); $34,211,510 and 60 (April 2023); $41,178,642 and 65 (March 2024); $49,452,023 and 82 (March 2025); $53,737,109 and 103 (April 10, 2026); then $0 and 0 investors on the September 1, 2026 amendment (accession 0001773374-26-000002), a reset of a seven-year rising series with no stated reason. The April 2026 count of 103 Form D investors is not reconciled in the filings to the 3(c)(1) beneficial-owner limit of 100. The fund's strategy is not described in any filing reviewed.
RIA-managed private fund (Reg D 506(b), 3(c)(1), Utah). Reporting shape: seven annual increases then a full reset to $0 / 0 investors five months after the last amendment; watch for a corrected amendment or a successor vehicle.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering this entity's filings.
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Filing events
8
latest Sep 1, 2026
Critical / warning
0 / 2
0 watch · 6 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
raising
Latest event Sold decrease · Sep 1, 2026
SEC.govInvestor
- The dated record: 5 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 8 filing events with values and deltas, latest 2026-09-01, and alerts on the next one
- 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 Adams Wealth Management, LLC
Executive Officer · 701 S Main, Suite 400, Logan, UT 84321
N/A AIM Defined Investment Fund GP LLC
Executive Officer · Logan, UT
Questions About AIM Defined Investment Fund, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is AIM Defined Investment Fund, LLC?
AIM Defined Investment Fund, LLC is a Delaware limited liability company that filed a Form D with the SEC on September 1, 2026 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests.
Is AIM Defined Investment Fund, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. AIM Defined Investment Fund, LLC filed a Form D with the SEC on September 1, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. 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 AIM Defined Investment Fund, 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 AIM Defined Investment Fund, LLC claimed Rule 506(b), Section 3(c), Section 3(c)(1) 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 AIM Defined Investment Fund, LLC raised?
AIM Defined Investment Fund, LLC reported no amount sold as of the Form D filed September 1, 2026. The total offering amount is listed as indefinite.
Who can invest in AIM Defined Investment Fund, 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. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $250,000.
What is the minimum investment in AIM Defined Investment Fund, LLC?
The Form D lists $250,000 as the minimum investment accepted from any outside investor as of September 1, 2026. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling AIM Defined Investment Fund, LLC 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.
Who is behind AIM Defined Investment Fund, LLC?
The Form D lists 2 related persons: Steven Craig Adams, executive officer (Managing Member of Adams Wealth Management, LLC, manager of Issuer); Adams Wealth Management, LLC, promoter (Managing Member and investment manager for Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is AIM Defined Investment Fund, LLC located?
The issuer's address on its SEC filings is 701 S. Main, Suite #400, Logan, UT 84321. Its phone number of record is 435-752-1702. It is organized under the laws of Delaware.
How long is the AIM Defined Investment Fund, 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; 7 amendments are on record for this CIK.
How large is AIM Defined Investment Fund, LLC?
The Form D reports an aggregate net asset value range of Not Applicable.
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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.