RoboStrategy, Inc. — Form D

RoboStrategy, Inc. of SAN JUAN, PR, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2026-05-22. The offering totals $2.0B. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (16)

NameRoleLocation
Lance BakerRelated PersonSAN JUAN, PR
Nicolas CarterRelated PersonSAN JUAN, PR
J. Michael FieldsRelated PersonSAN JUAN, PR
Andrew KangRelated PersonSAN JUAN, PR
Marc WeinsteinRelated PersonSAN JUAN, PR
Alex Wei-Yen YehRelated PersonSAN JUAN, PR
Andrew KangDirectorSAN JUAN, PR
Andrew KangExecutive OfficerSAN JUAN, PR
Jason ZhaoDirectorSAN JUAN, PR
J. Michael FieldsDirectorSAN JUAN, PR
Lance BakerExecutive OfficerSAN JUAN, PR
Alex Wei-Yen YehDirectorSAN JUAN, PR
Marc WeinsteinDirectorSAN JUAN, PR
Marc WeinsteinExecutive OfficerSAN JUAN, PR
Shayaan NackviDirectorSan Juan, PR
Shayaan NackviExecutive OfficerSan Juan, PR

Other filings by this issuer (5)

FiledFormOfferingSold
2026-07-09D/A$200.0M$87.9M
2026-07-06D$20.0M$20.0M
2026-06-22D$100.0M$29.0M
2025-11-03D/A$131.0M
2025-08-21D

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