Form D · Other Investment Fund

Avatar Commercial Mortgage REIT LLC

Seattle, WA · CIK 0001840993

Offering snapshot reported Apr 30, 2026 · SEC filing

Reported sold
$262M
Offering amount: $500M
Investors reported
249
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 15, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$131M$262MJan 19, 2021May 16, 2025: $214,132,611.00May 16, 2025Apr 30, 2026: $261,969,234.00Apr 30, 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$214,132,611 → $261,969,234
  • Reported investors168 → 249

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 30, 2026Amendment$261,969,234$47,836,623vs May 16, 2025249SEC filing
May 16, 2025Amendment$214,132,611No comparison168SEC filing
Jan 19, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-386681

Source: Form D, filed Apr 30, 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

AVATAR COMMERCIAL MORTGAGE REIT LLC

Investment adviser: AVATAR CAPITAL MANAGEMENT LLC

Gross asset value
$242M
Beneficial owners
232
ADV minimum commitment
$100K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ARMANINO LLP SAN RAMON, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHNREZNICK LLP LOS ANGELES, California, United States
Custodian AXOS BANK SEATTLE, Washington, 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

COHNREZNICK LLP
PCAOB 596

Filing source

Form ADV 2077079 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-1160307108

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
T. R. Hazelrigg Iv Director, Executive, Promoter
Jerry Zevenbergen Director, Executive, Promoter

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
1200 Westlake Ave N Ste 1006
Seattle, WA, 98109