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Form D · on the record

Supervest Investments, LLC, Series A — $13.28M Form D filing, November 2026

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Supervest Investments, LLC, Series A filed an amended Form D with the Securities and Exchange Commission on 2026-11-02.

Supervest Investments, LLC, Series A filed an amended Form D notice of an exempt securities offering with the SEC on November 2, 2026. Supervest Investments, LLC, Series A was formerly named Supervest Investments, LLC. The filing reports $13.28M sold. Its industry group is Other Banking and Financial Services (SEC Form D/A, November 2, 2026).

The parent firm, Supervest, in its own words: “Supervest offers direct access to investment opportunitieswithin the Small Business Finance asset class to retailinvestors and financial advisors.” (supervest.com, checked November 3, 2026)

Jeremy Morton and 1 other on this filing are also named on 3 other Form D filings ↓

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Supervest Investments, LLC, Series A

New Form D on file · 2026-11-02 · the record

$13.28M
raise on the record
D/A
filing
95
investors in
NEW YORK
based
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What the record says

FilingForm D/A (amended)
Filed2026-11-02
Industry groupOther Banking and Financial Services
Entity typeLimited Liability Company
Incorporated inDELAWARE
Year formed2021
BasedNEW YORK, NEW YORK
CIK1867717
Accession0001867717-26-000007

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More on the people and the money behind Supervest Investments, LLC, Series A, from the filings we hold.

The people on this filing

More raises like this

Other Banking and Financial Services raises by companies based in New York, filed within 90 days of this one, largest first.

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What the filing shows about Supervest Investments, LLC, Series A

  • 95 investors had already put money in when it filed.
  • The filing names 2 people as officers, directors or promoters.

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Who the filing names, and in what role

The filing gives Supervest Investments, LLC, Series A's address as 40 Wall Street, Floor 38, Suite 3800, New York, NY 10005.

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Who else raised the same week in banking and financial services, New York

Kris Kehler is also named on

What the filing says

  • Offered: $13,276,587. Sold: $13,276,587. Left to sell: nothing, all of it is sold. (filing)
  • Investors: 95 had already invested. (filing)
  • Date of first sale: October 15, 2021. (filing)
  • Types of securities: Debt. (filing)
  • Item 16: the filing reports that none of the proceeds goes to executive officers, directors or promoters (marked as an estimate). (filing)

This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.

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Is Supervest Investments, LLC, Series A a real, registered company?

Supervest Investments, LLC, Series A is a registered filer with the SEC (CIK 1867717) and has filed since 2025-10-08. 6 filings are on record, the latest on 2026-11-02.

A filing shows the company exists and what it reports about itself. It is not an audit or a rating.

Who runs Supervest Investments, LLC, Series A?

Supervest Investments, LLC, Series A's Form D of 2026-11-02 names Jeremy Morton, Kris Kehler and Supervest, Inc. as its officers, directors or promoters.

Filing history · 6 filings on this registrant
Form D/A, amended · 2025-10-08 · $10.69MForm D/A, amended · 2026-03-16 · $11.15MForm D/A, amended · 2026-04-22 · $11.61MForm D/A, amended · 2026-06-08 · $11.86MForm D/A, amended · 2026-08-18 · $13MForm D/A, amended · 2026-11-02 · $13.28M · this page 2025-10-08 2026-11-02

A hollow marker is an amendment (Form D/A); a solid one is an original Form D. The larger marker is the filing this page is about.

Other Banking and Financial Services · by week
This raise, $13.28M, filed week of Nov 2

Trailing twelve months. 563 filings in Other Banking and Financial Services, totalled by week. The dot is this raise, $13.28M, on the same scale — one filing against the whole group's total, so it sits low by construction.

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Supervest Investments, LLC, Series A: Raised $13.28M, Form D filed 2026-11-02
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Permanent URL: https://mentionfox.com/funding/supervest-investments-llc-series-a-form-d-000007
Last updated 2026-11-04
Primary record: SEC filing 1 · SEC filing 2
Supervest Investments, LLC, Series A raised $13.28M — SEC Form D filing, November 2026. MentionFox, 2026-11-04. https://mentionfox.com/funding/supervest-investments-llc-series-a-form-d-000007