Form D · Other Investment Fund

Cumberland Laurel Fund I LLC

Chattanooga, TN · CIK 0001911162

Offering snapshot reported Feb 8, 2024 · SEC filing

Reported sold: $9.37M
Investors reported: 19
Minimum accepted: $250K
First sale: Feb 9, 2022

Fundraising history

Reported sold

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$9,120,000 → $9,370,000
Reported investors18 → 19

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 8, 2024	Amendment	$9,370,000	$250,000vs Feb 8, 2023	19	SEC filing
Feb 8, 2023	Amendment	$9,120,000	$4,270,000vs Feb 22, 2022	18	SEC filing
Feb 22, 2022	Initial	$4,850,000	No comparison	6	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-434380

Real Estate

Source: Form D, filed Feb 8, 2024. 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

CUMBERLAND LAUREL FUND I, LLC

Investment adviser: ACUMEN WEALTH ADVISORS, LLC

Gross asset value: $9.37M
Beneficial owners: 19
ADV minimum commitment: $250K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator VERIVEST LAKE OSWEGO, Oregon, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KRAFT CPAS PLLC NASHVILLE, Tennessee, United States

Custodian PINNACLE FINANCIAL PARTNERS CHATTANOOGA, Tennessee, 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

KRAFT CPAS PLLC
PCAOB 379

PINNACLE FINANCIAL PARTNERS
LEI 62-1812853

Filing source

Form ADV 2084799 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-1349208001

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
Name	Reported role
Paula Jill Green	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

250 Forest Ave
Chattanooga, TN, 37405