Capital Flow Monitor · Sponsors · CIK 2130889
Lumati Holdings, Inc.
613 WESTLAKE STREET, ENCINITAS, CA, 92024 · 858-888-2424
Other Health Care · Corporation· inc. DELAWARE true 2024
Fit score
—
Offering
$6.0M
Sold
$2.6M
% sold
42.5%
Investors
9
Min investment
$50K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | D/A ·current | 506(c) | $6.0M | $2.6M | 42.5% | 9 | EDGAR ↗ |
| 2026-07-09 | D | 506(c) | $6.0M | $1.0M | 16.7% | 1 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
David Perez — Executive Officer / Director / Promoter, Solana Beach, CA
2 other raises
- Avance Investment Partners II, L.P. $1.11B of —
- Avance Synergy Infrastructure Co-Investors, LLC $6.3M of $6.3M · 100.0%
- Samuel Whiting — Executive Officer, Florence, MA
- Ruta Laukien — Director, Brookline, MA
- David Kasteler — Director, Lindon, UT
- Eugene Chrinian — Director, Franklin Lakes, NJ
-
David Roth — Director, Panama City, R1
5 other raises
- LAVIT HOLDINGS INC. $4.8M of $5.0M · 95.2%
- Ares US Real Estate XI Co-Invest (CP) LP $0 of —
- Ares US Real Estate Fund XI, L.P. $2.28B of —
- Core-Arms, LLC $5.4M of —
- Ares SH Partners LP $0 of —
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.