Sunwealth Project Pool

The Mar 5, 2018 filing lists Omar Blayton as executive officer; the Oct 6, 2023 Form D lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

The Mar 9, 2012 filing lists Louis Malmberg as executive officer, director; the Jul 23, 2012 Form D lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

The Dec 28, 2011 filing lists Maura G. McCarthy as executive officer, director, promoter; the Mar 9, 2012 Form D lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

The Jun 10, 2019 filing says $1,600,000 offered; the Jan 6, 2020 Form D/A says $7,690,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

The Jun 25, 2010 filing says an indefinite amount offered; the Mar 31, 2011 Form D/A says $7,400,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

No amendment in the last 12 months on an offering that may still be open — Sunwealth Power, Inc. (latest filing Jan 27, 2025) · No amendment in the last 12 months on an offering that may still be open — Sunwealth Loan Co 11 LLC (latest filing Apr 11, 2022) · No amendment in the last 12 months on an offering that may still be open — Sunwealth Project Pool 25 LLC (latest filing Jan 31, 2022) · No amendment in the last 12 months on an offering that may still be open — Sunwealth Project Pool 23 LLC (latest filing Jul 6, 2021) · No amendment in the last 12 months on an offering that may still be open — Sunwealth Project Pool 19 LLC (latest filing Jan 19, 2021) · and 5 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sunwealth Power, Inc. is written 2 different ways on the filings · Jonathan Abe is written 2 different ways on the filings · William M. Haney is written 2 different ways on the filings · Timothy J. Disney is written 2 different ways on the filings · Ryan E. Dings is written 2 different ways on the filings

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

"Construction" (Jun 25, 2010 to Jun 20, 2013); then "Other" (Dec 24, 2014 to Jan 2, 2015).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

The people listed on the Mar 5, 2018 filing give Somerville, MA; on the Oct 6, 2023 filing they give Cambridge, MA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

The people listed on the Jun 20, 2013 filing give Waltham, MA; on the Dec 24, 2014 filing they give Vallejo, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Address on file is a registered agent / shared office — Sunwealth Project Pool 2 LLC · Address on file is a registered agent / shared office — Sunwealth Note Pool 1 LLC · Address on file is a registered agent / shared office — Sunwealth Project Pool 1 LLC · Address on file is a registered agent / shared office — PSM Solar MA 2 LLC

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

MA (33), CA (1). 4 members use a registered-agent or shared-office address: PSM Solar MA 2 LLC (C/O Psm Clean Energy, 1 Broadway, Fl 14, Cambridge, MA); Sunwealth Project Pool 1 LLC (28 Dane Street, Somerville, MA); Sunwealth Note Pool 1 LLC (28 Dane Street, Somerville, MA); Sunwealth Project Pool 2 LLC (28 Dane Street, Somerville, MA).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

SEC records list prior names for this filer: Sunwealth LLC (formed in 2014 and converted to corporation in 2018). The current name on file is "Sunwealth Power, Inc.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.