SEC Form D private-offering filing
NextFolio LLC
A new SEC Form D private-offering notice from Traverse City, MI, a $250,000 filer-stated offering target. The source filing is one click away.
NextFolio LLC Verified via SEC Form D
Investment management firm applying data science and machine learning to institutional fund holdings to build concentrated 'Ensemble Active' US equity portfolios for banks, RIAs, broker-dealers, and family offices.
Filed 2025-11-20Filed to raise $250,000First money in 2025-11-07Raised so far $60,000HQ (as filed) Traverse City, MIStage (inferred) Pre-seedCall status Needs classification
Source linked the Form D on EDGAR↗Named in the filing 1 executive & director
This is a public SEC Form D private-offering notice, the filer's own statement to the SEC. Amounts are offering targets, not confirmed closes. Takeoff Radar pulls Form D nightly from EDGAR and links every filing to its source.