# Supervest Investments, LLC, Series A: Form D capital raise (New York, NY)

**Vendor Spend Propensity Score (CPA / Tax / Audit):** 77/100
**Estimated post-raise budget for this service type:** $265,532 (heuristic)

| 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 (as listed in the filing)
- Jeremy Morton: Executive Officer, Director
- Kris Kehler: Executive Officer, Director
- - Supervest, Inc.: Executive Officer

## Why this score
- 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 3 days ago.
- Incorporated in the last five years: likely still building out finance and insurance.

Source: SEC EDGAR Form D filings (U.S. Securities and Exchange Commission) (https://www.sec.gov/Archives/edgar/data/1867717/000186771726000007/). Last refreshed: 2026-11-04T09:16:10.755Z.
Informational only. SEC EDGAR Form D data is shown for business-development research; it is not investment advice and not an offer or solicitation to buy or sell any security. Not legal or financial advice.