Form D · Other Investment Fund
Alliant Strategic Opportunity Zone Fund I, LLC
Woodland Hills, CA · CIK 0001794577
Offering snapshot reported Jan 3, 2020 · SEC filing
- Reported sold
- $2.54M Offering amount: $125M
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $150K Reported outside-investor minimum
- First sale
- Oct 16, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 3, 2020 | Initial | $2,536,875 | No comparison | 10 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $25.4K
- Finders' fees
- $0
- Form D file number
- 021-357151
Broker paid 1% of all gross proceeds of the offering.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Jonathan Shafer | 6923805 | CommonGood Securities LLC · CRD 289317 |
| Jeffrey Ross Shafer | 2785447 | CommonGood Securities LLC · CRD 289317 |
Source: Form D, filed Jan 3, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Charles Allen | Executive |
| N/A Asi O Zone Gp 1, Llc | Promoter |
| Kathleen Balderrama | Executive |
| Russel Ginise | Executive |
| Shawn Horwitz | Executive |
| Edward Lorin | Executive |
| Clayton Wyatt | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
21600 Oxnard Street Suite 1200
Woodland Hills, CA, 91367
Woodland Hills, CA, 91367