Form D · Other Investment Fund

Fortress Novaria, LLC

Dallas, TX · CIK 0001622234

Offering snapshot reported Oct 15, 2019 · SEC filing

Reported sold
$73.9M
Indefinite offering
Investors reported
39
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 3, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$37M$73.9MOct 14, 2014: $10,520,868.00Oct 14, 2014Oct 15, 2015: $19,094,254.00Oct 15, 2015Oct 14, 2016: $62,169,475.00Oct 14, 2016Oct 13, 2017: $62,169,475.00Oct 13, 2017Oct 12, 2018: $62,169,475.00Oct 12, 2018Oct 15, 2019: $73,905,511.00Oct 15, 2019

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$62,169,475 → $73,905,511
  • Reported investors34 → 39

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 15, 2019Amendment$73,905,511$11,736,036vs Oct 12, 201839SEC filing
Oct 12, 2018Amendment$62,169,475$0vs Oct 13, 201734SEC filing
Oct 13, 2017Amendment$62,169,475$0vs Oct 14, 201634SEC filing
Oct 14, 2016Amendment$62,169,475$43,075,221vs Oct 15, 201534SEC filing
Oct 15, 2015Amendment$19,094,254$8,573,386vs Oct 14, 201432SEC filing
Oct 14, 2014Initial$10,520,868No comparison28SEC 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
021-226414

Source: Form D, filed Oct 15, 2019. 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 Director, Executive
John M. Dziminski Director, Executive
Michael Gipp Director
Loren Greaves Executive
Alex Hawkins Director
Amanda Moriarty Director
Tyler Rudman Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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