Fund family · SEC Form D record

Level funds

Level has 3 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2016 to 2024. The newest is Level 7 Global Holdings Corp., first filed Jul 20, 2016.

Vehicles
3
Numbered generations
2
First filing
2016
Latest filing
Aug 21, 2024

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 VII

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Level 7 Global Holdings Corp.CIK 1680005First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund VI

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Level 6 Holdings, Inc.CIK 2034586No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Unnumbered

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Level Access Holdings, Inc.CIK 1705489No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Level funds

How many Level funds are there?
The SEC Form D record shows 3 vehicles in 2 numbered generations, the earliest filed Jul 20, 2016 and the latest filing on Aug 21, 2024. By generation: Fund VII (Level 7 Global Holdings Corp., first filed Jul 20, 2016); Fund VI (Level 6 Holdings, Inc., first filed Aug 21, 2024).
What is the latest Level fund?
Level 7 Global Holdings Corp., which first filed a Form D on Jul 20, 2016. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Level funds?
AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
How much have the Level 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.