Fund family · SEC Form D record
AX WiEs Funds funds
AX WiEs Funds has 26 vehicles on the SEC Form D record, in 9 numbered generations, filed from 2016 to 2024. The newest is A-AZL-36-Fund, a series of AX-WiEs-Funds, LLC, first filed Aug 3, 2017. The adviser of record on Form ADV Schedule D is Platform Advisor, LLC.
- Vehicles
- 26
- Numbered generations
- 9
- First filing
- 2016
- Latest filing
- Dec 31, 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 XXXVI
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| A-AZL-36-Fund, a series of AX-WiEs-Funds, LLCCIK 1712207 | Fund | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XXII
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| A-RUN-22-Fund, a series of AX-WiEs-Funds, LLCCIK 1715130 | Fund | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XXI
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| A-SQN-21-Fund, a series of AX-WiEs-Funds, LLCCIK 1743826 | Fund | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XIX
3 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| A-KLX-19-Fund, a series of AX-WiEs-Funds, LLCCIK 1684053 | Fund | Sold the stated amount | EDGAR | ||
| A-KBM-19-Fund, a series of AX-WiEs-Funds, LLCCIK 1713513 | Fund | Sold the stated amount | EDGAR | ||
| A-SIJ-19-Fund, a series of AX-WiEs-Funds, LLCCIK 1743827 | Fund | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| A-BKI-15-Fund, a series of AX-WiEs-Funds-I, LPCIK 1726389 | Fund | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XIII
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| A-PUW-13-Fund, a series of AX-WiEs-Funds, LLCCIK 1708006 | Fund | Sold the stated amount | EDGAR | ||
| A-DVF-13-Fund, a series of AX-WiEs-Funds, LPCIK 1761108 | Fund | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| LM Fund III, a series of AX-WiEs-Funds-I, LPCIK 1944021 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
5 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| AN Fund II, a series of AX-WiEs-Funds-I, LPCIK 1822987 | Sold the stated amount | EDGAR | |||
| MA Fund II, a series of AX-WiEs-Funds-I, LPCIK 1831609 | Sold the stated amount | EDGAR | |||
| LM Fund II, a series of AX-WiEs-Funds-I, LPCIK 1865353 | Sold the stated amount | EDGAR | |||
| SER Fund II, a series of AX-WiEs-Funds-I, LPCIK 1865454 | Sold the stated amount | EDGAR | |||
| BE-0227 Fund II, a series of AX-WiEs-Funds-I, LPCIK 2017675 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
11 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| SER Fund I, a series of AX-WiEs-Funds-I, LPCIK 1784013 | Sold the stated amount | EDGAR | |||
| BEK Fund I, a series of AX-WiEs-Funds-I, LPCIK 1792198 | Sold the stated amount | EDGAR | |||
| WEL Fund I, a series of AX-WiEs-Funds, LPCIK 1793739 | Sold the stated amount | EDGAR | |||
| AN Fund I, a series of AX-WiEs-Funds-I, LPCIK 1798311 | Sold the stated amount | EDGAR | |||
| LM Fund I, a series of AX-WiEs-Funds-I, LPCIK 1803490 | Sold the stated amount | EDGAR | |||
| ST Fund I, a series of AX-WiEs-Funds-I, LPCIK 1806148 | Sold the stated amount | EDGAR | |||
| GO Fund I, a series of AX-WiEs-Funds-I, LPCIK 1810619 | Sold the stated amount | EDGAR | |||
| MA Fund I, a series of AX-WiEs-Funds-I, LPCIK 1817677 | Sold the stated amount | EDGAR | |||
| BE Fund I, a series of AX-WiEs-Funds-I, LPCIK 1821868 | Sold the stated amount | EDGAR | |||
| CA-0321 Fund I, a series of AX-WiEs-Funds-I, LPCIK 2017055 | Sold the stated amount | EDGAR | |||
| PI-0724 Fund I, a series of AX-WiEs-Funds-I, LPCIK 2036232 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the AX WiEs Funds funds
- How many AX WiEs Funds funds are there?
- The SEC Form D record shows 26 vehicles in 9 numbered generations, the earliest filed Nov 17, 2016 and the latest filing on Dec 31, 2024. By generation: Fund XXXVI (A-AZL-36-Fund, a series of AX-WiEs-Funds, LLC, first filed Aug 3, 2017); Fund XXII (A-RUN-22-Fund, a series of AX-WiEs-Funds, LLC, first filed Aug 30, 2017); Fund XXI (A-SQN-21-Fund, a series of AX-WiEs-Funds, LLC, first filed Sep 11, 2018); Fund XIX (3 vehicles, first filed Nov 17, 2016); Fund XV (A-BKI-15-Fund, a series of AX-WiEs-Funds-I, LP, first filed Jan 10, 2018); Fund XIII (2 vehicles, first filed Jun 28, 2017); Fund III (LM Fund III, a series of AX-WiEs-Funds-I, LP, first filed Aug 25, 2022); Fund II (5 vehicles, first filed Aug 28, 2020); and 1 more.
- What is the latest AX WiEs Funds fund?
- A-AZL-36-Fund, a series of AX-WiEs-Funds, LLC, which first filed a Form D on Aug 3, 2017. 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 WiEs 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 WiEs 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.