# LevelHead Mortgage Fund I, LLC — Form D

LevelHead Mortgage Fund I, LLC of WESTLAKE VILLAGE, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2009-06-24. The offering totals $100.0M. Industry: Pooled Investment Fund.

## Offering

- Filed: 2009-06-24
- Form: D
- Accession: 0001464715-09-000003
- Industry: Pooled Investment Fund
- Exemptions: 06
- Total offering: $100.0M
- Remaining: $100.0M
- Minimum investment: $25K
- Security types: fund interests
- SEC file number: 021-132198

## Issuer

- Name: LevelHead Mortgage Fund I, LLC
- CIK: 0001464715
- Entity type: Limited Liability Company
- Jurisdiction: CALIFORNIA
- Incorporated: 2009
- Address: 2625 TOWNSGATE ROAD, SUITE 320, WESTLAKE VILLAGE, CA, 91361
- Phone: 818-401-4500

## Officers, directors & promoters (10)

| Name | Role | Location |
| --- | --- | --- |
| David Ira Caplan | Director | Westlake Village, CA |
| John Charles Cofiell | Director | Westlake Village, CA |
| Jamie Minor | Director | Westlake Village, CA |
| David Ira Caplan | Executive Officer | Westlake Village, CA |
| John Charles Cofiell | Executive Officer | Westlake Village, CA |
| Jamie Minor | Executive Officer | Westlake Village, CA |
| David Ira Caplan | Promoter | Westlake Village, CA |
| John Charles Cofiell | Promoter | Westlake Village, CA |
| Capital Inc LevelHead | Promoter | Westlake Village, CA |
| Jamie Minor | Promoter | Westlake Village, CA |

## More

- [CIK 1464715 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1464715&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001464715-09-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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