Raised
$8M
Investors
90
Min Invest
$10,000
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AltStreet Analysis
·Generated from EDGAR primary sources
Sunwealth Loan Co 4 LLC is a Delaware-registered debt-issuing vehicle that filed an amended Form D on 2020-01-06 under the 506(b) exemption, reporting $7.7M raised from 90 investors with a $10K minimum investment. The filing lists Sunwealth Power, Inc. and individuals Jonathan Abe and Omar Blayton as executive officers; no parent platform or sibling entities are currently matched in AltStreet's database.
This is a debt-based alternative investment vehicle using the 506(b) exemption, which permits general solicitation restrictions but allows non-accredited investors in limited circumstances — a common structure for private lending funds. The $10K minimum and $85K average check size (from $7.7M across 90 investors) fall on the lower end for institutional debt vehicles, consistent with a program aggregating many smaller loan-related commitments rather than a single large anchor investment.
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 Loan Co family: 9 vehicles across 9 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.
Item 3 changed on the Form D filed 2020-01-06: 0 related persons added and 1 removed against the filing of 2019-06-10; 3 now listed. The names are in the Terminal feed.
N/A Sunwealth Power, Inc.
Executive Officer · Somerville, MA
Jonathan Abe
Executive Officer · Somerville, MA
Omar Blayton
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 Loan Co 4 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 Loan Co 4 LLC?
Sunwealth Loan Co 4 LLC is a Delaware limited liability company that filed a Form D with the SEC on January 6, 2020 as a other investment fund. The filing claims Rule 506(b) for an offering of debt. AltStreet links the issuer to Sunwealth.
Is Sunwealth Loan Co 4 LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Sunwealth Loan Co 4 LLC filed a Form D with the SEC on January 6, 2020 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 $7,690,000 sold to 90 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 Loan Co 4 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 Loan Co 4 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 Loan Co 4 LLC raised?
Sunwealth Loan Co 4 LLC reported $7,690,000 sold from 90 investors of a $7,690,000 total offering as of the Form D filed January 6, 2020.
Who can invest in Sunwealth Loan Co 4 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 Loan Co 4 LLC?
The Form D lists $10,000 as the minimum investment accepted from any outside investor as of January 6, 2020. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Sunwealth Loan Co 4 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.
Who is behind Sunwealth Loan Co 4 LLC?
The Form D lists 3 related persons: Sunwealth Power, Inc., executive officer (Managing Member of Issuer); Jonathan Abe, executive officer (CEO of Sunwealth); Omar Blayton, executive officer (CFO of Sunwealth). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Sunwealth Loan Co 4 LLC located?
The issuer's address on its SEC filings is 2067 Massachusetts Avenue, Suite 540, Cambridge, MA 02140. Its phone number of record is 6176941789. It is organized under the laws of Delaware.
How long is the Sunwealth Loan Co 4 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; 1 amendment is on record for this CIK.
How large is Sunwealth Loan Co 4 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.