Common Contracts
2 similar Registered Investment Adviser Agreement contracts by Versity Invest, LLC
Registered Investment Adviser Agreement Cover PageRegistered Investment Adviser Agreement • October 18th, 2023 • Versity Invest, LLC • Real estate • Delaware
This letter confirms and comprises the agreement (the “Agreement”) by and among, WealthForge Securities, LLC (“Managing Broker-Dealer”) and , a registered investment adviser, (“Adviser”) regarding the offering and sale (the “Offering”) of up to $75,000,000 of the Versity Invest, LLC’s (the “Company”) 8.0% senior unsecured bonds, or “A Bonds,” and its 8.0% senior unsecured bonds (the “R Bonds,” collectively the “VIP Bonds.”) WealthForge Securities, LLC, a registered broker-dealer and a member of the Financial Industry Regulatory Authority, Inc. (“FINRA”), has been engaged by the Company as the managing broker-dealer for the Offering, which may engage other registered-broker dealers to sell Bonds in the Offering. Capitalized terms used herein and not otherwise defined herein shall have the same meaning as set forth in the Company’s Final Offering Circular (the “Offering Circular”) filed with respect to its Offering Statement on Form 1-A (File No. 024-11380), as may be amended (the “Offer
Registered Investment Adviser Agreement Cover PageRegistered Investment Adviser Agreement • May 17th, 2023 • Versity Invest, LLC • Real estate • Delaware
This letter confirms and comprises the agreement (the “Agreement”) by and among, WealthForge Securities, LLC (“Managing Broker-Dealer”) and , a registered investment adviser, (“Adviser”) regarding the offering and sale (the “Offering”) of up to $75,000,000 of the Versity Invest, LLC’s (the “Company”) 8.0% senior unsecured bonds, or “A Bonds,” and its 8.0% senior unsecured bonds (the “R Bonds,” collectively the “VIP Bonds.”) WealthForge Securities, LLC, a registered broker-dealer and a member of the Financial Industry Regulatory Authority, Inc. (“FINRA”), has been engaged by the Company as the managing broker-dealer for the Offering, which may engage other registered-broker dealers to sell Bonds in the Offering. Capitalized terms used herein and not otherwise defined herein shall have the same meaning as set forth in the Company’s Final Offering Circular (the “Offering Circular”) filed with respect to its Offering Statement on Form 1-A (File No. 024-11380), as may be amended (the “Offer
