---
title: "AIM Defined Investment Fund, LLC SEC filings"
url: https://altstreet.investments/edgar/1773374
kind: edgar-entity
updated: 2026-09-17
publisher: AltStreet (https://altstreet.investments)
license: Public factual pages may be read, quoted and cited with attribution and a link. Bulk redistribution is not permitted.
---

# AIM Defined Investment Fund, LLC: SEC filings and what they report

A Utah private fund (Rule 506(b), Sections 3(c) and 3(c)(1), indefinite offering) managed by Adams Wealth Management, LLC, doing business as Adams Wealth Advisors of Logan, Utah (SEC 801-110862; Form ADV Part 1: $565,770,135 discretionary regulatory assets under management across 2,506 accounts; commodity pool operator or trading adviser activity indicated; AIM-named affiliates including AIM Opportunity Zone Fund VII GP). Form D history: $2,004,890 to 10 investors (April 12, 2019); $5,495,464 and 23 (September 2020); $28,454,412 and 58 (April 2022); $34,211,510 and 60 (April 2023); $41,178,642 and 65 (March 2024); $49,452,023 and 82 (March 2025); $53,737,109 and 103 (April 10, 2026); then $0 and 0 investors on the September 1, 2026 amendment (accession 0001773374-26-000002), a reset of a seven-year rising series with no stated reason. The April 2026 count of 103 Form D investors is not reconciled in the filings to the 3(c)(1) beneficial-owner limit of 100. The fund's strategy is not described in any filing reviewed.

| Field | Value |
| --- | --- |
| Entity | AIM Defined Investment Fund, LLC |
| CIK | 1773374 |
| Filing family | Regulation D (Rule 506(b)) / Investment Company Act 3(c)(1) |
| Entity type | issuer |
| Manager (as filed) | Adams Wealth Management, LLC (dba Adams Wealth Advisors) |
| Newest fact-bearing filing | September 1, 2026, accession 0001773374-26-000002 |
| Total sold (as reported) | $0 |
| Investors (as reported) | 0 |
| Vintage | 2019 |

## Related persons (Form D Item 3)

| Name | Relationship |
| --- | --- |
| N/A Adams Wealth Management, LLC | Executive Officer |
| N/A AIM Defined Investment Fund GP LLC | Executive Officer |


## Filings (8 on record, newest first)

| Date | Form | Family | SEC link |
| --- | --- | --- | --- |
| September 1, 2026 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1773374/000177337426000002/ |
| April 10, 2026 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1773374/000177337426000001/ |
| March 26, 2025 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1773374/000177337425000003/ |
| March 25, 2024 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1773374/000177337424000001/ |
| April 3, 2023 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1773374/000177337423000001/ |
| April 6, 2022 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1773374/000177337422000002/ |
| September 11, 2020 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1773374/000120919120050187/ |
| April 12, 2019 | D | Form D | https://www.sec.gov/Archives/edgar/data/1773374/000177337419000001/ |


## More

- Entity page (HTML, with events, parties and the platform record): https://altstreet.investments/edgar/1773374
- SEC EDGAR filing index: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001773374&owner=include&count=40
- Signal history, evidence passages and the entity graph are AltStreet Terminal features: https://altstreet.investments/terminal

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Source page: https://altstreet.investments/edgar/1773374
Machine index: https://altstreet.investments/llms.txt
AltStreet reads what platforms, funds and issuers file with the SEC and what they tell investors, and publishes the difference. Figures are as filed or as captured on the date stated; nothing here is investment advice.