EDGAR Verified
Primary Source · SEC.gov

LeadIQ-3, a Series of Jason's Syndicate, LLC

Fund Vehicle2020 vintageRule 506(b), Section 3(c)(1)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$678K

Investors

118

Min Invest

$2,000

What this filing shows

·

Every sentence is a value as filed on SEC Form D

LeadIQ-3, a Series of Jason's Syndicate, LLC is a Delaware limited liability company that filed a Form D with the SEC on May 14, 2020, describing itself as a other investment fund. The offering claims Rule 506(b), Section 3(c)(1) and covers pooled investment fund interests. LeadIQ-3, a Series of Jason's Syndicate, LLC reported $678,139 sold from 118 investors of a $678,139 total offering as of the Form D filed May 14, 2020. 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 $2,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is Po Box 171305, Salt Lake City, UT 84117.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001810234
Entity NameLeadIQ-3, a Series of Jason's Syndicate, LLC
ExemptionRule 506(b), Section 3(c)(1)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationDelaware
Issuer AddressPo Box 171305, Salt Lake City, UT 84117
Phone(801) 419-0677
Industry / Fund TypePooled Investment Fund · Other Investment Fund
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer)
Securities TypePooled investment fund interests
First Sale DateMay 13, 2020
Filing DateMay 14, 2020
Accession Number0001812032-20-000003
Total Offering Amount$678,139
Total Amount Sold$678,139
Amount Remaining$0
Total Investors118
Non-Accredited InvestorsNone
Minimum Investment$2,000
Offering DurationOne year or less
Net Asset Value RangeDecline to Disclose
State (Issuer Address)UT
Amendment CountOriginal filing only

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

Fund Family

Every vehicle in this manager's series as it appears on EDGAR, newest generation first. Sold-to-date and investor counts are each vehicle's latest Form D.

Fund family

Jason's Syndicate256 vehicles · 10 generations · since 2016 · $177.3M sold across the family

This issuer is in Fund III · Fund II had sold $355K at the same age (78 months from first filing)

VehicleRoleFirst filedStatusSoldInvestors
Fund XV · first filed 2019-07-24 · 1 vehicle · $519K sold · 80 investors
15Five, a Series of Jason's Syndicate, LLC2019-07-24closed$519K80
Fund X · first filed 2020-03-10 · 1 vehicle · $1.4M sold · 158 investors
Cafe X-6, a Series of Jason's Syndicate, LLCsleeve 62020-03-10closed$1.4M158
Fund VIII · first filed 2019-06-04 · 1 vehicle · $391K sold · 89 investors
Captiv8, a Series of Jason's Syndicate, LLC2019-06-04closed$391K89
Fund VII · first filed 2022-01-10 · 2 vehicles · $5.9M sold · 409 investors
Density-7 QP, a Series of Jason's Syndicate, LLC2022-01-10closed$3.3M182
Density-7, a Series of Jason's Syndicate, LLC2022-01-10closed$2.6M227
Fund VI · first filed 2021-05-04 · 2 vehicles · $4.0M sold · 305 investors
LeadIQ-6, a Series of Jason's Syndicate, LLC2021-08-04closed$3.0M206
Density-6, a Series of Jason's Syndicate, LLC2021-05-04closed$969K99
Fund V · first filed 2021-10-05 · 4 vehicles · $4.7M sold · 367 investors
Grin-5 QP, a Series of Jason's Syndicate, LLC2021-10-06closed$1.7M82
GRIN-5, a Series of Jason's Syndicate, LLC2021-10-05closed$1.5M137
Contraline-5, a series of Jason's Syndicate, LLC2026-06-03closed$1.2M77
Blokable-5, a Series of Jason's Syndicate, LLC2022-10-26closed$324K71
Fund IV · first filed 2019-08-13 · 7 vehicles · $5.8M sold · 730 investors
Blokable-4, a Series of Jason's Syndicate, LLC2019-08-13closed$2.6M223
GRIN-4, a Series of Jason's Syndicate, LLC2021-07-14closed$1.3M128
Underground Cellar-4, a Series of Jason's Syndicate, LLC2022-06-29closed$887K131
Density-4, a Series of Jason's Syndicate, LLC2019-12-03closed$329K61
Contraline-4, a Series of Jason's Syndicate, LLC2021-09-10closed$286K67
Anyplace-4, a series of Jason's Syndicate, LLC2024-03-08closed$237K66
Storybook-4, a series of Jason's Syndicate, LLC2025-12-23closed$215K54
Fund III · first filed 2020-04-30 · 13 vehicles · $10.7M sold · 1,887 investors
LeadIQ-3, a Series of Jason's Syndicate, LLCthis issuer2020-05-14closed$678K118
NutriSense-3, a Series of Jason's Syndicate, LLC2022-09-07closed$1.8M182
Steezy-3, a Series of Jason's Syndicate, LLC2021-12-01closed$1.4M228
Thalamus-3, a series of Jason's Syndicate, LLC2025-07-10closed$1.2M129
Deep Sentinel-3, a series of Jason's Syndicate, LLC2025-07-10closed$1.2M216
ProductionPro-3, a Series of Jason's Syndicate, LLC2021-11-15closed$764K154
Fitbod-3, a series of Jason's Syndicate, LLC2023-06-21closed$600K118
Contraline-3, a Series of Jason's Syndicate, LLC2020-04-30closed$479K110
Statusphere-3, a series of Jason's Syndicate, LLC2023-05-03closed$471K119
Anyplace-3, a Series of Jason's Syndicate, LLC2022-07-01closed$340K79
Shoot My Travel-3, a Series of Jason's Syndicate, LLC2022-02-01closed$286K83
Motive-3, a series of Jason's Syndicate, LLC2025-03-04closed$282K34
15Five-3, a Series of Jason's Syndicate, LLC2023-01-03closed$280K34
Fund II · first filed 2018-05-15 · 0 vehicles · $35.8M sold · 5,211 investors
Fund I · first filed 2018-07-24 · 0 vehicles · $2.2M sold · 279 investors
Unnumbered · first filed 2016-08-18 · 0 vehicles · $94.7M sold · 15,852 investors
225 more vehicles in this family are not listed here; the full series is in the terminal.

Grouped from Form D issuer names (generation, sleeve, jurisdiction and legal-form tokens removed); a name-only match, so abbreviated or renamed vehicles can be missed. Sold and investor figures are each vehicle's latest Form D; sleeves that report the same figure share one family-wide total and are counted once. Performance lines are what a public pension plan reports for its own interest in that fund, net, on the plan's cash flows and valuation date; they are not the general partner's figures.

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

Open in the terminal Watch this issuerInvestor $149/mo unlocks the values; Pro $349/mo adds the universe.

Investor

  • 1 offering timeline: 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.

Assure Fund Management II LLC

Director · Salt Lake City, UT

Issuer's Manager

Richard Thoms

Executive Officer · Salt Lake City, UT

Officer of the Issuer's Manager

Jeremy Neilson

Executive Officer · Salt Lake City, UT

Managing Director of the Issuer's Manager

Questions About LeadIQ-3, a Series of Jason's Syndicate, LLC

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is LeadIQ-3, a Series of Jason's Syndicate, LLC?

LeadIQ-3, a Series of Jason's Syndicate, LLC is a Delaware limited liability company that filed a Form D with the SEC on May 14, 2020 as a other investment fund. The filing claims Rule 506(b), Section 3(c)(1) for an offering of pooled investment fund interests.

Is LeadIQ-3, a Series of Jason's Syndicate, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. LeadIQ-3, a Series of Jason's Syndicate, LLC filed a Form D with the SEC on May 14, 2020 claiming Rule 506(b), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $678,139 sold to 118 investors. 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 LeadIQ-3, a Series of Jason's Syndicate, 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 LeadIQ-3, a Series of Jason's Syndicate, LLC claimed Rule 506(b), 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 LeadIQ-3, a Series of Jason's Syndicate, LLC raised?

LeadIQ-3, a Series of Jason's Syndicate, LLC reported $678,139 sold from 118 investors of a $678,139 total offering as of the Form D filed May 14, 2020.

Who can invest in LeadIQ-3, a Series of Jason's Syndicate, 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 $2,000.

What is the minimum investment in LeadIQ-3, a Series of Jason's Syndicate, LLC?

The Form D lists $2,000 as the minimum investment accepted from any outside investor as of May 14, 2020. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling LeadIQ-3, a Series of Jason's Syndicate, 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 LeadIQ-3, a Series of Jason's Syndicate, LLC?

The Form D lists 3 related persons: Assure Fund Management II LLC, director (Issuer's Manager); Richard Thoms, executive officer (Officer of the Issuer's Manager); Jeremy Neilson, executive officer (Managing Director of the Issuer's Manager). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is LeadIQ-3, a Series of Jason's Syndicate, LLC located?

The issuer's address on its SEC filings is Po Box 171305, Salt Lake City, UT 84117. Its phone number of record is (801) 419-0677. It is organized under the laws of Delaware.

How long is the LeadIQ-3, a Series of Jason's Syndicate, 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 LeadIQ-3, a Series of Jason's Syndicate, LLC?

The issuer declined to disclose its net asset value range on the Form D, which the form permits.

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

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.