Supervest Investments, LLC, Series A raised $13,276,587 (New York, NY)
LIVE PUBLIC DATA Source: SEC EDGAR Form D filings (U.S. Securities and Exchange Commission) · Last refreshed: Wed, 04 Nov 2026 01:28:40 GMT
Supervest Investments, LLC, Series A plus every comparable record, with all columns and source links, as one CSV.
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77 / 100 vendor spend propensity
Estimated post-raise budget for CPA / Tax / Audit services: $265,532 (heuristic)
- Operating company: new capital typically funds hiring, facilities and vendors.
- Raised $13,276,587 so far.
- Financial Services companies are a strong fit for CPA / Tax / Audit services.
- Filed 2 days ago.
- Incorporated in the last five years: likely still building out finance and insurance.
| Field | Value |
|---|---|
| Industry | Other Banking and Financial Services (Financial Services) |
| Operating company | Yes |
| Exemption | 506(c) |
| Amount sold | $13,276,587 |
| Total offering | $13,276,587 |
| Investors so far | 95 |
| First sale | 2021-10-15 |
| Filed | 2026-11-02 (amendment) |
| Entity | Limited Liability Company, incorporated 2021 |
Executives and related persons (from the filing)
- Jeremy Morton: Executive Officer, Director
- Kris Kehler: Executive Officer, Director
- - Supervest, Inc.: Executive Officer
Supervest Investments, LLC, Series A vs. top 3 peers
| Organization | Location | Capital raised | Record date |
|---|---|---|---|
| Supervest Investments, LLC, Series A | New York | $13,276,587 | 2026-11-02 |
| Brix Investment Holdings, LLC | New York | $1,000,000 | 2026-11-02 |
| GS Finance Corp. | New York | $294,443 | 2026-10-27 |
| GS Finance Corp. | New York | $220,820 | 2026-10-27 |
Related records
Newly funded companies in New York (SEC Form D) Newly funded Financial Services companies (SEC Form D)
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