Form D · Other Investment Fund

Fortress Katahdin, LLC

Dallas, TX · CIK 0002028850

Offering snapshot reported Jun 23, 2025 · SEC filing

Reported sold
$65.4M
Indefinite offering
Investors reported
73
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 6, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$32.7M$65.4MJul 2, 2024: $51,815,539.00Jul 2, 2024Jun 23, 2025: $65,436,224.00Jun 23, 2025

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$51,815,539 → $65,436,224
  • Reported investors70 → 73

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 23, 2025Amendment$65,436,224$13,620,685vs Jul 2, 202473SEC filing
Jul 2, 2024Initial$51,815,539No comparison70SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-517633

Source: Form D, filed Jun 23, 2025. 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.

People and organizations reported in Form D filings
NameReported role
G.T. Barden Executive
John Dziminski Executive
Loren Greaves Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2101 Cedar Springs Road Suite 1600
Dallas, TX, 75201