0001612429-23-000007.txt : 20230914 0001612429-23-000007.hdr.sgml : 20230914 20230914100048 ACCESSION NUMBER: 0001612429-23-000007 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: BAUER,ADAM,SPENCER, FILED AS OF DATE: 20230913 DATE AS OF CHANGE: 20230914 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fieldman, Rolapp & Associates, Inc. CENTRAL INDEX KEY: 0001612429 IRS NUMBER: 952920834 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-01551 FILM NUMBER: 231254211 BUSINESS ADDRESS: STREET 1: 19900 MACARTHUR BLVD. STREET 2: SUITE 1100 CITY: IRVINE STATE: CA ZIP: 92612 BUSINESS PHONE: 949-660-7300 MAIL ADDRESS: STREET 1: 19900 MACARTHUR BLVD. STREET 2: SUITE 1100 CITY: IRVINE STATE: CA ZIP: 92612 MA-I/A 1 primary_doc.xml MA-I/A 0001612429 XXXXXXXX Michelle Seabrook 949-660-7324 mseabrook@fieldman.com abauer@fieldman.com Y 0001612429-22-000012 N Adam Spencer Bauer 4996573 N 1 0001612429 Fieldman, Rolapp & Associates, Inc. 09-28-2004 N 867-00175 LOCATED SUPERVISED 09-28-2004 19900 MACARTHUR BLVD. SUITE 1100 IRVINE CA 92612 09-2004 Fieldman, Rolapp & Associates, Inc. Irvine CA 92612 Y N Principal and President 07-2002 09-2004 David Taussig & Associates Newport Beach CA 92660 Y N Senior Associate Y 09-2019 7999 Ridgepoint Dr. Unit 108 LLC 7999 Ridgepoint Dr. Unit 108 Park City UT 84060 N N Rental Property Owner 5 Online listing of property description and routine maintenance 09-2020 AVG BASECAMP 2021 70 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 N Y Alumni Ventures Group Investor 0 none 03-2021 AVGSF Mainstreet 2021, LLC 320 Libbey Industrial Parkway Suite 500 Weymouth MA 02189 N Y Alumni Venture Group Investor 0 none 04-2021 AVGSF - PulseData 2021 320 Libbey Industrial Parkway Suite 500 Weymouth MA 02189 N Y Alumni Ventures Group Investor 0 none 03-2021 AVG Emerging VC Markets Fund 1, LLC 320 Libbey Industrial Parkway Suite 500 Weymouth MA 02189 N Y Alumni Ventures Group Funds Investor 0 none 08-2021 Alumni Ventures Group, LLC 788 Elm St. Manchester NH 03101 N Y Alumni Ventures Group, LLC Investor 0 None 10-2021 AVG SEED FUND 5, LLC 70 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 N Y ALUMNI VENTURES GROUP INVESTOR 0 NONE 09-2022 BIKINI BUNGALOWS, LLC 410 Huntington Street Huntington Beach CA 92648 N Y Investment Investor 0 none 12-2022 Trident Residential Fund V, LLC 33775 Malaga Drive Dana Point CA 92629 N Y To acquire, own, manage, and lease the Properties Investor 0 none 12-2022 AVG Global Fund 3, LLC 670 N. Commercial Street Ste 403 Manchester NH 03101 N Y ALUMNI VENTURES GROUP FUNDS Investor 0 none 12-2022 AV Seed Fund 6, LLC 670 N. Commercial St Ste 403 Manchester NH 03101 N Y ALUMNI VENTURES GROUP FUNDS Investor 0 none 12-2022 EXPO VENTURES FUNDS - AV Expo Ventures Fund 1, LLC 670 N. Commercial Street Ste 403 Manchester NH 03101 N Y ALUMNI VENTURES GROUP FUNDS Investor 0 none 09-2023 Trident VI 2027-29 Harbor Blvd. Costa Mesa CA 92627 N Y Palmwest Investment Investor 0 none N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 09-13-2023 Adam Bauer Chief Compliance Officer