Fund family · SEC Form D record
AX LonEal Funds funds
AX LonEal Funds has 15 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2023 to 2024. The newest is OR-0126 Fund II, a series of AX-LonEal-Funds, LP, first filed Mar 1, 2023. The adviser of record on Form ADV Schedule D is Platform Advisor, LLC.
- Vehicles
- 15
- Numbered generations
- 2
- First filing
- 2023
- Latest filing
- Oct 8, 2024
Adviser of record (Form ADV Schedule D) Platform Advisor, LLC (CRD 167700)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund II
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| OR-0126 Fund II, a series of AX-LonEal-Funds, LPCIK 1967585 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
14 vehicles · first filed · latest filing
Sold to date and investors
Unlock in the terminal (Investor)Questions about the AX LonEal Funds funds
- How many AX LonEal Funds funds are there?
- The SEC Form D record shows 15 vehicles in 2 numbered generations, the earliest filed Jan 9, 2023 and the latest filing on Oct 8, 2024. By generation: Fund II (OR-0126 Fund II, a series of AX-LonEal-Funds, LP, first filed Mar 1, 2023); Fund I (14 vehicles, first filed Jan 9, 2023).
- What is the latest AX LonEal Funds fund?
- OR-0126 Fund II, a series of AX-LonEal-Funds, LP, which first filed a Form D on Mar 1, 2023. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the AX LonEal Funds funds?
- Platform Advisor, LLC (ERA, CRD 167700), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the AX LonEal Funds funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.