JWCM Vivian DST

10/21/2026 | Press release | Distributed by Public on 10/21/2026 12:57

Amendment to Notice of Sales of Unregistered Securities (Form D/A)

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM D

Notice of Exempt Offering of Securities

OMB APPROVAL
OMB Number: 3235-0076
Estimated average burden
hours per response: 4.00

1. Issuer's Identity

CIK (Filer ID Number) Previous Names
X None
Entity Type
0002087350
Corporation
Limited Partnership
Limited Liability Company
General Partnership
Business Trust
X Other (Specify)

Delaware Statutory Trust
Name of Issuer
JWCM Vivian, DST
Jurisdiction of Incorporation/Organization
DELAWARE
Year of Incorporation/Organization
Over Five Years Ago
X Within Last Five Years (Specify Year) 2025
Yet to Be Formed

2. Principal Place of Business and Contact Information

Name of Issuer
JWCM Vivian, DST
Street Address 1 Street Address 2
445 PARK AVENUE SUITE 1600
City State/Province/Country ZIP/PostalCode Phone Number of Issuer
NEW YORK NEW YORK 10022 (212) 751-3344

3. Related Persons

Last Name First Name Middle Name
JWCM Exchange I, LLC N/A
Street Address 1 Street Address 2
445 Park Avenue Suite 1600
City State/Province/Country ZIP/PostalCode
New York NEW YORK 10022
Relationship: X Executive Officer Director Promoter

Clarification of Response (if Necessary):

Sponsor of the Issuer
Last Name First Name Middle Name
JWCM Vivian Manager, LLC N/A
Street Address 1 Street Address 2
445 Park Avenue Suite 1600
City State/Province/Country ZIP/PostalCode
New York NEW YORK 10022
Relationship: X Executive Officer Director Promoter

Clarification of Response (if Necessary):

Manager and Signatory Trustee of the Issuer
Last Name First Name Middle Name
JWCM Vivian Depositor, LLC N/A
Street Address 1 Street Address 2
445 Park Avenue Suite 1600
City State/Province/Country ZIP/PostalCode
New York NEW YORK 10022
Relationship: X Executive Officer Director Promoter

Clarification of Response (if Necessary):

Depositor of the Issuer
Last Name First Name Middle Name
Warsavsky Jason
Street Address 1 Street Address 2
445 Park Avenue Suite 1600
City State/Province/Country ZIP/PostalCode
New York NEW YORK 10022
Relationship: X Executive Officer Director Promoter

Clarification of Response (if Necessary):

President of the Sponsor of the Issuer

4. Industry Group

Agriculture
Banking & Financial Services
Commercial Banking
Insurance
Investing
Investment Banking
Pooled Investment Fund
Is the issuer registered as
an investment company under
the Investment Company
Act of 1940?
Yes No
Other Banking & Financial Services
Business Services
Energy
Coal Mining
Electric Utilities
Energy Conservation
Environmental Services
Oil & Gas
Other Energy
Health Care
Biotechnology
Health Insurance
Hospitals & Physicians
Pharmaceuticals
Other Health Care
Manufacturing
Real Estate
Commercial
Construction
REITS & Finance
Residential
X Other Real Estate
Retailing
Restaurants
Technology
Computers
Telecommunications
Other Technology
Travel
Airlines & Airports
Lodging & Conventions
Tourism & Travel Services
Other Travel
Other

5. Issuer Size

Revenue Range OR Aggregate Net Asset Value Range
No Revenues No Aggregate Net Asset Value
$1 - $1,000,000 $1 - $5,000,000
$1,000,001 - $5,000,000 $5,000,001 - $25,000,000
$5,000,001 - $25,000,000 $25,000,001 - $50,000,000
$25,000,001 - $100,000,000 $50,000,001 - $100,000,000
Over $100,000,000 Over $100,000,000
X Decline to Disclose Decline to Disclose
Not Applicable Not Applicable

6. Federal Exemption(s) and Exclusion(s) Claimed (select all that apply)

Rule 504(b)(1) (not (i), (ii) or (iii))
Rule 504 (b)(1)(i)
Rule 504 (b)(1)(ii)
Rule 504 (b)(1)(iii)
Rule 506(b)
X Rule 506(c)
Securities Act Section 4(a)(5)
Investment Company Act Section 3(c)
Section 3(c)(1) Section 3(c)(9)
Section 3(c)(2) Section 3(c)(10)
Section 3(c)(3) Section 3(c)(11)
Section 3(c)(4) Section 3(c)(12)
Section 3(c)(5) Section 3(c)(13)
Section 3(c)(6) Section 3(c)(14)
Section 3(c)(7)

7. Type of Filing

New Notice Date of First Sale 2025-10-14 First Sale Yet to Occur
X Amendment

8. Duration of Offering

Does the Issuer intend this offering to last more than one year?
Yes X No

9. Type(s) of Securities Offered (select all that apply)

X Equity Pooled Investment Fund Interests
Debt Tenant-in-Common Securities
Option, Warrant or Other Right to Acquire Another Security Mineral Property Securities
Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security Other (describe)

10. Business Combination Transaction

Is this offering being made in connection with a business combination transaction, such as a merger, acquisition or exchange offer?
Yes X No

Clarification of Response (if Necessary):

11. Minimum Investment

Minimum investment accepted from any outside investor $25,000 USD

12. Sales Compensation

Recipient
Recipient CRD Number None
Dave Eurton 3203522
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Westpark Capital, Inc. 39914
Street Address 1 Street Address 2
2030 Main Street Suite 210
City State/Province/Country ZIP/Postal Code
Irvine CALIFORNIA 92614
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
CALIFORNIA
Recipient
Recipient CRD Number None
Skyler Stokes 6225303
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Emerson Equity LLC 130032
Street Address 1 Street Address 2
155 Bovet Road Suite 725
City State/Province/Country ZIP/Postal Code
San Mateo CALIFORNIA 94402
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
CALIFORNIA
Recipient
Recipient CRD Number None
Greg McEwin 1897192
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Great Point Capital LLC 114203
Street Address 1 Street Address 2
299 South Main Street 13th Floor
City State/Province/Country ZIP/Postal Code
Salt Lake City UTAH 84111
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
ALASKA
CALIFORNIA
IDAHO
Recipient
Recipient CRD Number None
Scott Offerman 4619093
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
1031 Securities Inc. 326590
Street Address 1 Street Address 2
25300 West 13 Mile Road
City State/Province/Country ZIP/Postal Code
Franklin MICHIGAN 48025
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
NEW JERSEY
Recipient
Recipient CRD Number None
Corbin Thomas 4234748
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
McDermott Investment Services, LLC 154926
Street Address 1 Street Address 2
101 Main Street Suite 2600
City State/Province/Country ZIP/Postal Code
Huntington Beach CALIFORNIA 92648
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
ARIZONA
CALIFORNIA
Recipient
Recipient CRD Number None
John Harvey 4227692
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Wealthforge Securities, LLC 152550
Street Address 1 Street Address 2
7051 Heathcote Village Way Suite 200
City State/Province/Country ZIP/Postal Code
Gainesville VIRGINIA 20155
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
MARYLAND
WEST VIRGINIA
Recipient
Recipient CRD Number None
Stephen Haskell 6864948
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Great Point Capital LLC 114203
Street Address 1 Street Address 2
200 West Jackson Boulevard Suite 1000
City State/Province/Country ZIP/Postal Code
Chicago ILLINOIS 60606
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
CALIFORNIA
NEW JERSEY
Recipient
Recipient CRD Number None
DAI Securities, LLC 36673
(Associated) Broker or Dealer X None
(Associated) Broker or Dealer CRD Number X None
None None
Street Address 1 Street Address 2
2800 Century Parkway NE Suite 650
City State/Province/Country ZIP/Postal Code
Atlanta GEORGIA 30345
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
ARIZONA
CALIFORNIA
COLORADO
CONNECTICUT
FLORIDA
GEORGIA
ILLINOIS
MASSACHUSETTS
MICHIGAN
MINNESOTA
MISSOURI
MONTANA
NEVADA
NEW JERSEY
NEW YORK
NORTH CAROLINA
RHODE ISLAND
TENNESSEE
TEXAS
WASHINGTON
Recipient
Recipient CRD Number None
Lawrence Karp 78707108
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
1031 Securities Inc. 326590
Street Address 1 Street Address 2
Boca Mizner Park 433 Plaza Real, Suite 725
City State/Province/Country ZIP/Postal Code
Boca Raton FLORIDA 33432
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
FLORIDA
Recipient
Recipient CRD Number None
Jason Salmon 6081963
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
FNEX Capital, LLC 166316
Street Address 1 Street Address 2
2958 Columbia Street
City State/Province/Country ZIP/Postal Code
Torrance CALIFORNIA 90503
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
FLORIDA
MICHIGAN
VERMONT
Recipient
Recipient CRD Number None
Preston Charlton 2135631
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Wealthforge Securities, LLC 152550
Street Address 1 Street Address 2
7051 Heathcote Village Way Suite 200
City State/Province/Country ZIP/Postal Code
Gainesville VIRGINIA 20155
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
SOUTH CAROLINA
Recipient
Recipient CRD Number None
David Gottlieb 5739132
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
APW Capital, Inc. 43814
Street Address 1 Street Address 2
999 Riverview Drive Suite 201
City State/Province/Country ZIP/Postal Code
Totowa NEW JERSEY 07512
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
CALIFORNIA
Recipient
Recipient CRD Number None
Kelly Clyde 4825839
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Independent Financial Group, LLC 7717
Street Address 1 Street Address 2
1520 N El Camino Real Unit 1
City State/Province/Country ZIP/Postal Code
San Clemente CALIFORNIA 92672
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
CALIFORNIA
Recipient
Recipient CRD Number None
Curtis J Sathre 2459115
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Quincy Wells Capital, LLC 334163
Street Address 1 Street Address 2
145 South Wells Ste 1301
City State/Province/Country ZIP/Postal Code
Chicago ILLINOIS 60606
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
OREGON
Recipient
Recipient CRD Number None
Michael Cruz 2130750
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Courtlandt Securities Corporation 137356
Street Address 1 Street Address 2
895 Dove Street Suite 300
City State/Province/Country ZIP/Postal Code
Newport Beach CALIFORNIA 92660
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
CALIFORNIA
WASHINGTON
Recipient
Recipient CRD Number None
John McKeon 5286647
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Independent Financial Group, LLC 7717
Street Address 1 Street Address 2
1507 172nd St NE Ste 201
City State/Province/Country ZIP/Postal Code
Marysville WASHINGTON 98271
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
WASHINGTON
Recipient
Recipient CRD Number None
John Lee 2948622
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Independent Financial Group, LLC 7717
Street Address 1 Street Address 2
4305 Hacienda Dr. Ste 360
City State/Province/Country ZIP/Postal Code
Pleasanton CALIFORNIA 94588
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
CALIFORNIA
Recipient
Recipient CRD Number None
David Kangas 6591398
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Wealthforge Securities, LLC 152550
Street Address 1 Street Address 2
3015 W Moore Street Suite 102
City State/Province/Country ZIP/Postal Code
Richmond VIRGINIA 23230
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
CALIFORNIA
Recipient
Recipient CRD Number None
Greg McEwin 1897192
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Quincy Wells Capital, LLC 334163
Street Address 1 Street Address 2
145 S. Wells Ste 1301
City State/Province/Country ZIP/Postal Code
Chicago ILLINOIS 60606
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
MONTANA
Recipient
Recipient CRD Number None
Peter Stratton 3276839
(Associated) Broker or Dealer None
(Associated) Broker or Dealer CRD Number None
Independent Financial Group, LLC 7717
Street Address 1 Street Address 2
5230 Carroll Canyon Rd Ste 200
City State/Province/Country ZIP/Postal Code
San Diego CALIFORNIA 92121
State(s) of Solicitation (select all that apply)
Check "All States" or check individual States
All States
Foreign/non-US
CALIFORNIA

13. Offering and Sales Amounts

Total Offering Amount $46,170,900 USD
or Indefinite
Total Amount Sold $24,519,802 USD
Total Remaining to be Sold $21,651,098 USD
or Indefinite

Clarification of Response (if Necessary):

Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.

14. Investors

Select if securities in the offering have been or may be sold to persons who do not qualify as accredited investors, and enter the number of such non-accredited investors who already have invested in the offering.
Regardless of whether securities in the offering have been or may be sold to persons who do not qualify as accredited investors, enter the total number of investors who already have invested in the offering:
74

15. Sales Commissions & Finder's Fees Expenses

Provide separately the amounts of sales commissions and finders fees expenses, if any. If the amount of an expenditure is not known, provide an estimate and check the box next to the amount.

Sales Commissions $4,739,697 USD
X Estimate
Finders' Fees $0 USD
X Estimate

Clarification of Response (if Necessary):

Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid.

16. Use of Proceeds

Provide the amount of the gross proceeds of the offering that has been or is proposed to be used for payments to any of the persons required to be named as executive officers, directors or promoters in response to Item 3 above. If the amount is unknown, provide an estimate and check the box next to the amount.

$3,063,750 USD
X Estimate

Clarification of Response (if Necessary):

item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons.

Signature and Submission

Please verify the information you have entered and review the Terms of Submission below before signing and clicking SUBMIT below to file this notice.

Terms of Submission

In submitting this notice, each issuer named above is:
  • Notifying the SEC and/or each State in which this notice is filed of the offering of securities described and undertaking to furnish them, upon written request, in the accordance with applicable law, the information furnished to offerees.*
  • Irrevocably appointing each of the Secretary of the SEC and, the Securities Administrator or other legally designated officer of the State in which the issuer maintains its principal place of business and any State in which this notice is filed, as its agents for service of process, and agreeing that these persons may accept service on its behalf, of any notice, process or pleading, and further agreeing that such service may be made by registered or certified mail, in any Federal or state action, administrative proceeding, or arbitration brought against the issuer in any place subject to the jurisdiction of the United States, if the action, proceeding or arbitration (a) arises out of any activity in connection with the offering of securities that is the subject of this notice, and (b) is founded, directly or indirectly, upon the provisions of: (i) the Securities Act of 1933, the Securities Exchange Act of 1934, the Trust Indenture Act of 1939, the Investment Company Act of 1940, or the Investment Advisers Act of 1940, or any rule or regulation under any of these statutes, or (ii) the laws of the State in which the issuer maintains its principal place of business or any State in which this notice is filed.
  • Certifying that, if the issuer is claiming a Regulation D exemption for the offering, the issuer is not disqualified from relying on Rule 504 or Rule 506 for one of the reasons stated in Rule 504(b)(3) or Rule 506(d).

Each Issuer identified above has read this notice, knows the contents to be true, and has duly caused this notice to be signed on its behalf by the undersigned duly authorized person.

For signature, type in the signer's name or other letters or characters adopted or authorized as the signer's signature.

Issuer Signature Name of Signer Title Date
JWCM Vivian, DST /s/Jason Warsavsky Jason Warsavsky President of the Sponsor of the Issuer 2026-10-21

Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB number.

* This undertaking does not affect any limits Section 102(a) of the National Securities Markets Improvement Act of 1996 ("NSMIA") [Pub. L. No. 104-290, 110 Stat. 3416 (Oct. 11, 1996)] imposes on the ability of States to require information. As a result, if the securities that are the subject of this Form D are "covered securities" for purposes of NSMIA, whether in all instances or due to the nature of the offering that is the subject of this Form D, States cannot routinely require offering materials under this undertaking or otherwise and can require offering materials only to the extent NSMIA permits them to do so under NSMIA's preservation of their anti-fraud authority.

JWCM Vivian DST published this content on October 21, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on October 21, 2026 at 18:57 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]