Series Ortho, a series of TE Holdings I LLC
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
$10M
Investors
31
Min Invest
$50,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Series Ortho, a series of TE Holdings I LLC is a Delaware limited liability company that filed a Form D with the SEC on September 12, 2023, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1) and covers pooled investment fund interests. Series Ortho, a series of TE Holdings I LLC reported $9,590,000 sold from 31 investors in an offering of indefinite size as of the Form D filed September 12, 2023. 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 $50,000. 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 10 East Partners LLC, 10 East 53rd St, 18th Floor, New York, NY 19904.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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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
lapsed
Investor
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Adviser of Record (Form ADV)
CRD 322360 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a other private fund
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Sam Klatt
Executive Officer · New York, NY
Chief Investment Officer
10 East Partners LLC
Promoter · New York, NY
Series Manager of the Issuer
Michael Leffell
Executive Officer · New York, NY
Jason Gregory
Executive Officer · New York, NY
Questions About Series Ortho, a series of TE Holdings I LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Series Ortho, a series of TE Holdings I LLC?
Series Ortho, a series of TE Holdings I LLC is a Delaware limited liability company that filed a Form D with the SEC on September 12, 2023 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests.
Is Series Ortho, a series of TE Holdings I LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Series Ortho, a series of TE Holdings I LLC filed a Form D with the SEC on September 12, 2023 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. The newest notice reports $9,590,000 sold to 31 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 Series Ortho, a series of TE Holdings I 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 Series Ortho, a series of TE Holdings I 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 Series Ortho, a series of TE Holdings I LLC raised?
Series Ortho, a series of TE Holdings I LLC reported $9,590,000 sold from 31 investors in an offering of indefinite size as of the Form D filed September 12, 2023.
Who can invest in Series Ortho, a series of TE Holdings I 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 $50,000.
What is the minimum investment in Series Ortho, a series of TE Holdings I LLC?
The Form D lists $50,000 as the minimum investment accepted from any outside investor as of September 12, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Series Ortho, a series of TE Holdings I 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 Series Ortho, a series of TE Holdings I LLC?
The Form D lists 4 related persons: Sam Klatt, executive officer (Chief Investment Officer); 10 East Partners LLC, promoter (Series Manager of the Issuer); Michael Leffell, executive officer; Jason Gregory, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Series Ortho, a series of TE Holdings I LLC located?
The issuer's address on its SEC filings is 10 East Partners LLC, 10 East 53rd St, 18th Floor, New York, NY 19904. Its phone number of record is 646-532-2440. It is organized under the laws of Delaware.
How long is the Series Ortho, a series of TE Holdings I 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 Series Ortho, a series of TE Holdings I LLC?
The issuer declined to disclose its revenue 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.