Form D · Other Investment Fund

Alera Bridge Fund, LLC

Lake Oswego, OR · CIK 0001572470

Offering snapshot reported May 22, 2026 · SEC filing

Reported sold
$75.1M
Indefinite offering
Investors reported
222
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Mar 18, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$37.5M$75.1MAug 23, 2021: $51,809,901.00Aug 23, 2021May 18, 2022: $61,990,782.00May 16, 2023: $70,231,276.00May 16, 2023May 28, 2024: $67,386,121.00May 28, 2024May 23, 2025: $69,195,736.00May 23, 2025May 22, 2026: $75,050,751.00May 22, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$69,195,736 → $75,050,751
  • Reported investors218 → 222

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 22, 2026Amendment$75,050,751$5,855,015vs May 23, 2025222SEC filing
May 23, 2025Amendment$69,195,736$1,809,615vs May 28, 2024218SEC filing
May 28, 2024Amendment$67,386,121-$2,845,155vs May 16, 2023213SEC filing
May 16, 2023Amendment$70,231,276$8,240,494vs May 18, 2022206SEC filing
May 18, 2022Amendment$61,990,782$10,180,881vs Aug 23, 2021175SEC filing
Aug 23, 2021Amendment$51,809,901No comparisonNot reportedSEC filing
May 27, 2021Initial$51,809,901No comparison170SEC filing
Jun 9, 2020Amendment$43,489,278$4,317,277vs Jun 13, 2019156SEC filing
Jun 13, 2019Amendment$39,172,001-$55,992,677vs Jun 26, 2018144SEC filing
Jun 26, 2018Amendment$95,164,678$94,639,678vs Mar 19, 201397SEC filing
Mar 19, 2013Initial$525,000No comparison6SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-400878

Source: Form D, filed May 22, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ALERA BRIDGE FUND LLC

Investment adviser: CWC ADVISORS, LLC

Gross asset value
$39.3M
Beneficial owners
116
ADV minimum commitment
$50K

Reported in Form ADV on Apr 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALERA MANAGEMENT GROUP LAKE OSWEGO, Oregon, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor DELAP LLP LAKE OSWEGO, Oregon, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELAP LLP
PCAOB 116

CHARLES SCHWAB & CO., INC.
SEC 8-16514

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Filing source

Form ADV 2094831 · Apr 14, 2026 · Schedule D 7.B.(1), fund 805-7125432767

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Thane Cleland Executive
Craig Sayers Executive
Robert Scott Seidenwurm Executive
Benjamin Wiltgen Executive
Gary Woolworth Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5800 Sw Meadows Road Suite 230
Lake Oswego, OR, 97035