Form D · Other Investment Fund

Bee Rock Investors, LLC

Oxford, MS · CIK 0001838898

Offering snapshot reported Jan 5, 2021 · SEC filing

Reported sold
$5.21M
Offering amount: $10M
Investors reported
62
Form D · investor count
Minimum accepted
$15K
Reported outside-investor minimum
First sale
Dec 29, 2020
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 5, 2021Initial$5,211,200No comparison62SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-385193

Source: Form D, filed Jan 5, 2021. 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

BEE ROCK INVESTORS, LLC

Investment adviser: ADDICUS ADVISORY, LLC

Gross asset value
$563K
Beneficial owners
78
ADV minimum commitment
$50K

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

Service providers

Auditor WINDHAM BRANNON, LLC ATLANTA, Georgia, United States
Marketer K-R GROUP INDEPENDENCE, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

WINDHAM BRANNON, LLC
PCAOB 617

Filing source

Form ADV 2107192 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-4616697434

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
Andrew B Adams Executive
N/A ` Bee Rock Manager, Llc Executive
Stephen D Miles Executive
N/A Rubicon Rubicon Capital Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
128 A Courthouse Square
Oxford, MS, 38655