Capital Flow Monitor · Sponsors · CIK 2081119
RoboStrategy, Inc.
151 CALLE DE SAN FRANCISCO, SAN JUAN, PR, 00901 · 787-722-6881
Pooled Investment Fund / Other Investment Fund · Corporation· inc. MARYLAND true 2025
Fit score
—
Offering
—
Sold
$131.0M
% sold
—
Investors
0
Min investment
$50K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-07-09 | D/A | 506(b) | $200.0M | $87.9M | 44.0% | 31 | EDGAR ↗ |
| 2026-07-06 | D | 506(b) | $20.0M | $20.0M | 100.0% | 3 | EDGAR ↗ |
| 2026-06-22 | D | 506(b) | $100.0M | $29.0M | 29.0% | 6 | EDGAR ↗ |
| 2026-05-22 | D | 506(b) | $2.0B | $0 | 0.0% | 1 | EDGAR ↗ |
| 2025-11-03 | D/A ·current | 506(b) | — | $131.0M | — | 0 | EDGAR ↗ |
| 2025-08-21 | D | 506(b) | — | $0 | — | 0 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Andrew Kang — Executive Officer / Director, SAN JUAN, PR
- Lance Baker — Executive Officer, SAN JUAN, PR
- Marc Weinstein — Executive Officer / Director, SAN JUAN, PR
- Jason Zhao — Director, SAN JUAN, PR
- Alex Wei-Yen Yeh — Director, SAN JUAN, PR
- J. Michael Fields — Director, SAN JUAN, PR
Placement agents
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.