DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Funds / Meritage Investors 2017, LLC
Meritage Investors 2017, LLC
Amounts, each with its basis
- Vintage
- 2017basis: name year
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- $17.0Mwhat may be sold, not what was raised; joined by exact issuer name, corroborated by a person on the adviser's roster named on the filing, the issuer filing from the adviser's state, not sworn by the adviser (confidence 0.85); file 021-279479
- Form D sold
- $0as of the filing of Jan 27, 2017
- First sale
- unknown
- Reported GAV
- $100on the Form ADV filed Mar 8, 2024; the fund's assets, never its size or dry powder
- Owners (ADV)
- 60
- Reported on ADV
- Mar 8, 2018 to Mar 8, 2024
Fundraising evidence
Unknown
latest Form D 2017-01-27, older than 15 months (fr-1)
evidence dated Jan 27, 2017. A Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Lifecycle
Harvest
vintage over 7 years, still reported
age years: 9first sale: n/avintage year: $2,017adv gav as of: 2024-03-08vintage basis: name_yearform d sold usd: 0form d offering usd: $17.0Mform d latest filed at: 2017-01-27
The fund's own reporting through time
7 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 8, 2018 | Venture Capital Fund | $17.8M | 60 | $20,000 | 3% | no | |
| Mar 14, 2019 | Venture Capital Fund | $17.8M | 60 | $20,000 | 3% | no | |
| Mar 10, 2020 | Venture Capital Fund | $17.8M | 60 | $20,000 | 3% | no | |
| Mar 23, 2021 | Venture Capital Fund | $17.8M | 60 | $20,000 | 3% | no | |
| Mar 28, 2022 | Venture Capital Fund | $100 | 60 | $20,000 | 3% | no | |
| Mar 21, 2023 | Venture Capital Fund | $100 | 60 | $20,000 | 3% | no | |
| Mar 8, 2024 | Venture Capital Fund | $100 | 60 | $20,000 | 3% | no |
Principals and agents
3 principals on Form D, 0 placement agents
- George Jackson Tankersley Executive Officer
- David Jackson Solomon Executive Officer
- Laura Beller Executive Officer
Limited partners and their reported performance
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
2 events
- Mar 8, 2018Meritage Investors 2017, LLC first reported on Form ADV by Meritage Holdings, LLC (Venture Capital Fund), GAV $17,775,000Fund first reported on Form ADV Fact SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 27, 2017Meritage Investors 2017, LLC filed Form D: no sales yet of $17,000,000, Other Investment FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
14 observations
Every observation on this vehicle
- Entity type: Limited Liability Company Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Other Investment Fund Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: COLORADO Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $0 Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $17.0M Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 0 Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 20,000 Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: pooled Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 1530 BLAKE ST., SUITE 200, DENVER, CO, 80202 Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2017 Jan 27, 2017 Fact SEC EDGAR Form D data sets (quarterly)