Robert Ventures

1 fund·$75M raised◔ Unclaimed

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$75M

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Disclosures & prior history5 disclosures · worst critical

Material items extracted from the risk-factor, conflicts, and prior-performance sections of Robert Ventures's PPMs. Each is quoted verbatim with its source page — surfaced, not editorialized.

Material disclosure — Robert Ventures Holdings LLC

Critical

Both management and the independent auditor have raised substantial doubt about the Company's ability to continue as a going concern. The Company has no revenues, incurred operating losses, has minimal liquid assets relative to debt, and is dependent on the Regulation A bond offering to fund operations.

“As discussed in Note 7 to the consolidated financial statements, certain conditions indicate that Robert Ventures Holdings LLC may be unable to continue as a going concern. The consolidated financial statements do not include any adjustments that might result from the outcome of this uncertainty.”

PPM p.4899% confidence

Material disclosure — Robert Ventures Holdings LLC

Critical

Management independently raised going concern doubt in the risk factors section, noting the Company is an early-stage startup with no revenues and is entirely dependent on bond offering proceeds to implement its business plan.

“Our management has raised substantial doubt about our ability to continue as a going concern and our independent public accounting firm has included an explanatory paragraph relating to our ability to continue as a going concern in its audit report with respect to our audited consolidated financial statements for the year ended December 31, 2022.”

PPM p.599% confidence

Key-person history disclosed — Joseph Robert

Medium

The Company has no employees and is entirely dependent on Joseph Robert, sole manager of Robert Ventures LLC (the Manager), whose expertise and services could not be easily replaced. Loss of Joseph Robert would be expected to materially harm the Company.

“We rely on our management team and need additional key personnel to grow our business, and the loss of key employees or inability to hire key personnel could harm our business. We believe our success has depended, and continues to depend, on the efforts and talents of our Manager's manager, Joseph Robert, whose expertise could not be easily replaced if we were to lose his services.”

PPM p.897% confidence

Related-party conflict disclosed — Mark Robert (brother of manager Joseph Robert)

Medium

Mark Robert, brother of manager Joseph Robert, owns 30% of the Company's Real Estate Subsidiary (KS OBX LLC) and made a $195,487 demand loan to the Company in 2023. This creates a related-party conflict as a family member of the sole manager holds a material economic interest in the primary operating subsidiary.

“In 2023, Joe Robert and his brother, Mark Robert, made loans to the Company in the amount of $2,000 and $195,487, respectively. These loans are payable on demand. Mark Robert owns 30% of our Real Estate Subsidiary.”

PPM p.4498% confidence

Related-party conflict disclosed — RV Passive LLC / Joseph Robert affiliate

Medium

The Company transferred ownership of a subsidiary, RV Passive LLC, to an affiliate of manager Joseph Robert in 2023. This transaction involved a company asset being transferred to a related party with no disclosed consideration.