Data Profile · EDGAR Verified

Sunwealth

Energy TransitionEst. 2014Cambridge, MA

Accredited investors only · $25K minimum · MULTIPLE reporting

EDGAR Capital

$56M

Investors

284

Reg D Entities

34

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Platform Primitives

Min Investment

$25K

Investor Type

Accredited investors only

Liquidity

Locked

Tax Document

MULTIPLE

Asset Category

Energy Transition

Founded

2014

HQ

Cambridge, MA

Audit Status

Unknown

EDGAR-Verified Capital Raise

Primary source · SEC.gov

Total Verified

$56M

Investors

284

Reg D Entities

34

Total Amendments

1

EntityFirst SaleRaiseInvestorsMin InvestExemptionAmendmentsEDGAR

Sunwealth Project Pool 1

—$450K2$50K506(b)—SEC.gov

Sunwealth Note Pool 1

—$790K24$50K506(b)—SEC.gov

Sunwealth Power, Inc. offering (Form D 2018-03-05)

—$550K6—506(b)—SEC.gov

Sunwealth Project Pool 2

—$704K3$50K506(b)—SEC.gov

Sunwealth Project Pool 4

—$555K5$10K506(b)—SEC.gov

Sunwealth Note Pool 2

—$3M53$10K506(b)—SEC.gov

Sunwealth Loan Co 4

—$8M90$10K506(b)+1SEC.gov

Sunwealth Project Pool 10

—$2M17$5K506(b)—SEC.gov

Sunwealth Project Pool 9

—$533K1$50K506(b)—SEC.gov

Sunwealth Project Pool 8

—$1M1$50K506(b)—SEC.gov

Sunwealth Project Pool 7

—$927K1$50K506(b)—SEC.gov

Sunwealth Project Pool 11

—$696K5$35K506(b)—SEC.gov

Sunwealth Project Pool 12

—$4M1$50K506(b)—SEC.gov

Sunwealth Loan Co 6

———$10K506(b)—SEC.gov

Sunwealth Project Pool 17

———$50K506(b)—SEC.gov

Sunwealth Loan Co 5

—$4M32$25K506(b)—SEC.gov

Sunwealth Loan Co 7

———$10K506(b)—SEC.gov

Sunwealth Loan Co 8

———$25K506(b)—SEC.gov

Sunwealth Project Pool 19

—$500K1$100K506(b)—SEC.gov

Sunwealth Project Pool 20

—$3M1$50K506(b)—SEC.gov

Sunwealth Project Pool 23

—$400K1$50K506(b)—SEC.gov

Sunwealth Loan Co 9

———$25K506(b)—SEC.gov

Sunwealth Loan Co 10

———$25K506(b)—SEC.gov

Sunwealth Project Pool 21

—$3M1$100K506(b)—SEC.gov

Sunwealth Project Pool 22

———$100K506(b)—SEC.gov

Sunwealth Project Pool 25

—$400K3$50K506(b)—SEC.gov

Sunwealth Loan Co 11

—$830K13$25K506(b)—SEC.gov

Sunwealth Project Pool 24

———$50K506(b)—SEC.gov

Sunwealth Loan Co 12

———$25K506(b)—SEC.gov

Sunwealth Impact Debt Fund I

———$25K506(b)—SEC.gov

Sunwealth Solar Justice Fund

———$25K506(b)—SEC.gov

Sunwealth Power, Inc. offering (Form D 2023-10-06)

—$10M12$4K506(b)—SEC.gov

Sunwealth Solar Catalyst Fund

—$10M1$25K506(b)—SEC.gov

Sunwealth Power, Inc. offering (Form D 2025-01-27)

—$2M10$3K506(b)—SEC.gov

Performance History

Reports on File

13

Latest Period

Mar 2026

Earliest Shown

Dec 2018

Sources

Website

Mar 2026Annual · MANUALWebsite
Dec 2025Annual · MANUALWebsite
Dec 2024Annual · MANUALWebsite
Dec 2023Annual · MANUALWebsite
Dec 2022Annual · MANUALWebsite
Sep 2022Quarterly · MANUALWebsite
Dec 2021Quarterly · MANUALWebsite
Dec 2021Annual · MANUALWebsite
Dec 2020Annual · MANUALWebsite
Dec 2020Quarterly · MANUALWebsite
Dec 2019Annual · MANUALWebsite
Dec 2019Quarterly · MANUALWebsite
Dec 2018Annual · MANUALWebsite
The periods and sources are the free record. The figures behind each row are in the terminal.Terminal plans

About This Data Profile

This is an AltStreet Tier 2 data profile — machine-generated from primary SEC EDGAR Form D filings. Capital raise figures, investor counts, and amendment histories are sourced directly from SEC.gov regulatory filings. Platform metadata (minimum investment, eligibility, liquidity) is sourced from platform disclosures and PPMs where available. This profile does not constitute investment advice and has not been editorially reviewed by AltStreet analysts.

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