Capital Flow Monitor · Sponsors · CIK 2150431

Compass by Margaritaville Casey Key Investors, LLC

3250 LACEY ROAD, DOWNERS GROVE, IL, 60515 · 6304070400

Commercial · Limited Liability Company· inc. ILLINOIS true 2026

Fit score

84

  • pct_sold>=95+26
  • investors 8-60+16
  • industry:Commercial+14
  • filed<=4mo+12
  • placement_agent+12
  • people+4

Offering

$10.2M

Sold

$10.2M

% sold

100.0%

Investors

37

Min investment

$50K

Exemption

506(b)

Filing history

FiledFormRuleOfferingSold% soldInvestors
2026-09-21 D/A ·current 506(b) $10.2M $10.2M 100.0% 37 EDGAR ↗
2026-08-17 D 506(b) $10.2M $4.7M 45.8% 18 EDGAR ↗

Related persons

Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.

  • Joshua K Simpson — Director, Clarksville, TN
    1 other raise

Placement agents

Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.