Investment adviser · CRD 328397

SURGE CAPITAL LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

ST. GEORGE, UT, United States · Form ADV filed Jan 9, 2024

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SURGE LAND FUND LPReal Estate Fund · Last reported Jan 9, 2024$828KGross asset value

Form D fundraising filings

Surge Land Fund LP

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8598035560
Reported beneficial owners
13
Minimum commitment
$25K
Form D file number
021-495238

Form ADV 1792314 · Jan 9, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SURGE REAL ESTATE FUND I LPReal Estate Fund · Last reported Jan 9, 2024$0Gross asset value

Form D fundraising filings

Surge Real Estate Fund I LP

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8939440345
Reported beneficial owners
2
Minimum commitment
$100K
Form D file number
021-490489

Form ADV 1792314 · Jan 9, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jan 9, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

94 S MALL DR., STE 202
ST. GEORGE, UT, 84790, United States

CRD 328397

Filing source

Form ADV 1792314 · Jan 9, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.