Sponsor Check › Templum › Issuer
Limited Liability Company · organized in DELAWARE · formed 2024 · MIAMI BEACH, FL · SEC CIK 2026199
Part of sponsor group: Templum (2 issuers, 28 filings) · grouped because: shared people, same business address · confidence 100% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Oct 21, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
Not yet searched.
Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
Not yet searched.
Sources to be searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. State securities regulator actions: not yet searched. · Search queued. Results are added automatically; check back later or follow this page to be notified.
Not yet searched.
Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
Coming soon.
What will be compared: what the sponsor says publicly (website, marketing materials, claimed profile) against what public records show — SEC Form D filings, Form ADV adviser registration, and state business records. Every comparison is reviewed by a person before it is published.
No comparisons published yet.
Sources to be compared: sponsor public claims · SEC Form D · SEC Form ADV (IAPD) · state business records · As of Oct 23, 2026, 9:13 PM ET.
14 of 16 offerings report sales commissions totalling $2,923,329; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | May 23, 2025 D/A File 021-532204 | $656,219 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) Sofi Securities LLC BrokerCheck CRD 151717 ↗ via Sofi Securities LLC (CRD 151717) |
| EDGAR ↗ | May 23, 2025 D File 021-547084 | $144,562 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) Sofi Securities LLC BrokerCheck CRD 151717 ↗ via Sofi Securities LLC (CRD 151717) |
| EDGAR ↗ | Jul 7, 2025 D File 021-550825 | $206,760 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) SoFi Securities LLC BrokerCheck CRD 151717 ↗ via Sofi Securities LLC (CRD 151717) |
| EDGAR ↗ | Nov 4, 2025 D/A File 021-562724 | $118,320 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) SoFi Securities LLC BrokerCheck CRD 151717 ↗ via SoFi Securities LLC (CRD 151717) |
| EDGAR ↗ | Dec 9, 2025 D File 021-566228 | $449,646 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) SoFi Securities LLC BrokerCheck CRD 151717 ↗ via SoFi Securities LLC (CRD 151717) |
| EDGAR ↗ | Jan 6, 2026 D File 021-568952 | $187,880 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) SoFi Securities LLC BrokerCheck CRD 151717 ↗ via SoFi Securities LLC (CRD 151717) |
| EDGAR ↗ | Jan 30, 2026 D File 021-571969 | $0 | $0 | $0 | None listed |
| EDGAR ↗ | Apr 22, 2026 D File 021-581360 | $60,000 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) SoFi Securities LLC BrokerCheck CRD 151717 ↗ via SoFi Securities LLC (CRD 151717) |
| EDGAR ↗ | May 6, 2026 D File 021-583088 | $179,400 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) SoFi Securities LLC BrokerCheck CRD 151717 ↗ via SoFi Securities LLC (CRD 151717) |
| EDGAR ↗ | May 19, 2026 D File 021-584426 | $350,886 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) SoFi Securities LLC BrokerCheck CRD 151717 ↗ via SoFi Securities LLC (CRD 151717) |
| EDGAR ↗ | May 22, 2026 D File 021-584868 | $122,811 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) SoFi Securities LLC BrokerCheck CRD 151717 ↗ via SoFi Securities LLC (CRD 151717) |
| EDGAR ↗ | Jul 6, 2026 D File 021-589580 | $52,660 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) |
| EDGAR ↗ | Jul 22, 2026 D File 021-591681 | $291,557 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) |
| EDGAR ↗ | Sep 10, 2026 D File 021-596903 | $52,588 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) |
| EDGAR ↗ | Sep 29, 2026 D File 021-599232 | $0 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) |
| EDGAR ↗ | Oct 21, 2026 D File 021-602034 | $50,040 (est.) | $0 | $0 | Templum Markets LLC BrokerCheck CRD 102840 ↗ via Templum Markets LLC (CRD 102840) SoFi Securities LLC BrokerCheck CRD 151717 ↗ via SoFI Securities LLC (CRD 151717) |
As reported by the issuer on Form D (Items 12–15), latest filing per offering. "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates.
Each filing as reported by the issuer. Open a row for the full plain-English detail.
| Filing | Form D filed Oct 21, 2026 SEC file no. 021-602034 · accession 0002026199-26-000013 |
|---|---|
| Raise progress | $834,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Oct 21, 2026 · Form D filed: Oct 21, 2026 (0 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 3 days (0.0 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 23 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFI Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $50,040 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Oct 21, 2026) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 23. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index |
| Filing | Form D filed Sep 29, 2026 SEC file no. 021-599232 · accession 0002026199-26-000012 |
|---|---|
| Raise progress | $2,168,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Sep 28, 2026 · Form D filed: Sep 29, 2026 (1 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 26 days (0.1 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 44 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $0 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Sep 29, 2026) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 44. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Sep 10, 2026 SEC file no. 021-596903 · accession 0002026199-26-000011 |
|---|---|
| Raise progress | $876,460 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Aug 6, 2026 · Form D filed: Sep 10, 2026 (35 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 79 days (0.2 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 30 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $52,588 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Sep 9, 2026) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 30. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Jul 22, 2026 SEC file no. 021-591681 · accession 0002026199-26-000010 |
|---|---|
| Raise progress | $4,859,282 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Jul 13, 2026 · Form D filed: Jul 22, 2026 (9 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 103 days (0.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 92 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $291,557 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Jul 21, 2026) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 92. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Jul 6, 2026 SEC file no. 021-589580 · accession 0002026199-26-000009 |
|---|---|
| Raise progress | $887,662 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Jun 26, 2026 · Form D filed: Jul 6, 2026 (10 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 120 days (0.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 31 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $10,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $52,660 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Jul 6, 2026) |
| Market context | Minimum investment: $10,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 31. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed May 22, 2026 SEC file no. 021-584868 · accession 0002026199-26-000008 |
|---|---|
| Raise progress | $2,046,850 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: May 20, 2026 · Form D filed: May 22, 2026 (2 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 157 days (0.4 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 53 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $122,811 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (May 21, 2026) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 53. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed May 19, 2026 SEC file no. 021-584426 · accession 0002026199-26-000007 |
|---|---|
| Raise progress | $5,848,106 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: May 15, 2026 · Form D filed: May 19, 2026 (4 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 162 days (0.4 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 99 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $350,886 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (May 18, 2026) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 99. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed May 6, 2026 SEC file no. 021-583088 · accession 0002026199-26-000006 |
|---|---|
| Raise progress | $3,340,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: May 4, 2026 · Form D filed: May 6, 2026 (2 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 173 days (0.5 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 73 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $179,400 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (May 6, 2026) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 73. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Apr 22, 2026 SEC file no. 021-581360 · accession 0002026199-26-000005 |
|---|---|
| Raise progress | $1,000,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Apr 21, 2026 · Form D filed: Apr 22, 2026 (1 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 186 days (0.5 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 28 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $5,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $60,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Apr 21, 2026) |
| Market context | Minimum investment: $5,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 28. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Jan 30, 2026 SEC file no. 021-571969 · accession 0002026199-26-000002 |
|---|---|
| Raise progress | $1,000,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Jan 23, 2026 · Form D filed: Jan 30, 2026 (7 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 274 days (0.8 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 2 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $500,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive (Jan 30, 2026) |
| Market context | Minimum investment: $500,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 2. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Jan 6, 2026 SEC file no. 021-568952 · accession 0002026199-26-000001 |
|---|---|
| Raise progress | $3,131,336 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Dec 31, 2025 · Form D filed: Jan 6, 2026 (6 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 297 days (0.8 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 82 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $187,880 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Jan 5, 2026) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 82. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Dec 9, 2025 SEC file no. 021-566228 · accession 0002026199-25-000008 |
|---|---|
| Raise progress | $7,494,104 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Nov 28, 2025 · Form D filed: Dec 9, 2025 (11 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 330 days (0.9 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 98 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $449,646 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Dec 9, 2025) |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $14,962–$100,000. Offering size: Indefinite. Typical range: $1,100,000–$15,000,000. Investors: 98. Typical range: 2–17. "Similar" = Other offerings claiming 506(c) filed in the last 5 years (1,881 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Nov 4, 2025 · amends 0002026199-25-000006 ↗ SEC file no. 021-562724 · accession 0002026199-25-000007 |
|---|---|
| Raise progress | $1,086,692 sold of $1,972,000 offered (55%) · $885,308 remaining |
| Filing timing | Date of first sale: Oct 30, 2025 · Form D filed: Nov 4, 2025 (5 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 359 days (1.0 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 53 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $10,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $118,320 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Nov 4, 2025) |
| Changes vs prior filing | total sold: $1,082,136 → $1,086,692 Compared with the D/A filed Oct 31, 2025 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Oct 31, 2025 · amends 0002026199-25-000005 ↗ SEC file no. 021-562724 · accession 0002026199-25-000006 |
|---|---|
| Raise progress | $1,082,136 sold of $1,972,000 offered (55%) · $889,864 remaining |
| Filing timing | Date of first sale: Oct 30, 2025 · Form D filed: Oct 31, 2025 (1 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 359 days (1.0 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 53 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $10,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $118,320 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Oct 31, 2025) |
| Changes vs prior filing | total sold: $1,055,021 → $1,082,136 minimum investment: $50,000 → $10,000 Compared with the D filed Oct 31, 2025 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Oct 31, 2025 SEC file no. 021-562724 · accession 0002026199-25-000005 |
|---|---|
| Raise progress | $1,055,021 sold of $1,972,000 offered (54%) · $916,979 remaining |
| Filing timing | Date of first sale: Oct 30, 2025 · Form D filed: Oct 31, 2025 (1 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 359 days (1.0 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 53 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $50,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: SoFi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $118,320 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Executive Officer (Oct 31, 2025) |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Jul 7, 2025 SEC file no. 021-550825 · accession 0002026199-25-000004 |
|---|---|
| Raise progress | $3,446,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Jul 3, 2025 · Form D filed: Jul 7, 2025 (4 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 478 days (1.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 81 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States SoFi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: Sofi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $206,760 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Director (Jul 7, 2025) |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed May 23, 2025 · amends 0002026199-24-000001 ↗ SEC file no. 021-532204 · accession 0002026199-25-000003 |
|---|---|
| Raise progress | $11,086,989 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Dec 10, 2024 · Form D filed: May 23, 2025 (164 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 683 days (1.9 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 98 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States Sofi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: Sofi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $656,219 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Commissions will increase if fund size exceeds the minimum. |
| Signed by | Sarah Gillespie, Principal (May 23, 2025) |
| Changes vs prior filing | total sold: $2,185,000 → $11,086,989 investors: 13 → 98 sales commissions: $450,000 → $656,219 Compared with the D filed Dec 16, 2024 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed May 23, 2025 SEC file no. 021-547084 · accession 0002026199-25-000002 |
|---|---|
| Raise progress | $2,409,378 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: May 12, 2025 · Form D filed: May 23, 2025 (11 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 530 days (1.5 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 69 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States Sofi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: Sofi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $144,562 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Sarah Gillespie, Principal (May 23, 2025) |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Dec 16, 2024 SEC file no. 021-532204 · accession 0002026199-24-000001 |
|---|---|
| Raise progress | $2,185,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Dec 10, 2024 · Form D filed: Dec 16, 2024 (6 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 683 days (1.9 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 13 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3C exclusion; Investment Company Act 3C.1 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | Templum Markets LLC — FINRA BrokerCheck CRD 102840 ↗ · associated broker-dealer: Templum Markets LLC (CRD 102840 ↗) Solicits in: All States Sofi Securities LLC — FINRA BrokerCheck CRD 151717 ↗ · associated broker-dealer: Sofi Securities LLC (CRD 151717 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $450,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Commissions will increase if fund size exceeds the minimum. |
| Signed by | Sarah Gillespie, Principal (Dec 16, 2024) |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
All Form D filings for this CIK on SEC EDGAR ↗. History: 13 new offerings in the last 12 months · most recent filing Oct 21, 2026.
| Name | Relationship | Address state | On filings | Also listed on |
|---|---|---|---|---|
| Edward Lee | Executive Officer | FL | Dec 16, 2024 → Oct 21, 2026 | — |
| Sarah Gillespie | Executive Officer | FL | Dec 16, 2024 → Oct 21, 2026 | — |
| Scott Kalish | Executive Officer | FL | Dec 16, 2024 → Oct 21, 2026 | — |
Executive officers, directors and promoters as self-reported by the issuer. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
No other issuers list the same related persons.
Shared address: this business address appears on filings for 1 other issuer. Stated as a count only — many addresses are shared office buildings or registered agents.
Not yet searched. Sources to be searched: SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet collected. We store official links only (company website, verified via a profile claim) and the earliest archived date of the website; never personal or family accounts.
Export this report as PDF (all source links + data timestamp; members)
No corrections have been requested for this page.
The complete public-record profile for Cosmos Fund LLC, plus the weekly new-filings list.
Only "Connect me" shares your details — with this sponsor, at a flat price we charge them, never tied to whether you invest. "Just researching" shares nothing.
Free. Tell us what's wrong and, if you can, where the correct public record is. Every request is logged with its status (received → under review → fixed / confirmed with source).
Sponsors may add a sourced explanation next to any fact on this page. Reviewed before publishing; never edits the public record.
Free. Get the "Claimed by sponsor" chip and a verified contact for corrections. Claiming never changes the public-record section.