Form D · Investing

Mercatus Partners Strategic Opportunity Zone Investment Fund, LLC

Lehi, UT · CIK 0001785487

Offering snapshot reported Aug 15, 2019 · SEC filing

Reported sold
$9M
Offering amount: $15M
Investors reported
3
Form D · investor count
Minimum accepted
$2M
Reported outside-investor minimum
First sale
Jun 26, 2019
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
Aug 15, 2019Initial$9,000,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-346623

Source: Form D, filed Aug 15, 2019. 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

MERCATUS PARTNERS STRATEGIC OPPORTUNITY ZONE INVESTMENT FUND, LLC

Investment adviser: MERCATUS PARTNERS, LLC

Gross asset value
$9.59M
Beneficial owners
5
ADV minimum commitment
$250K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE STEADFAST GROUP DEL MAR, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2082856 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-1315126624

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
Christopher Russell Executive

Issuer details

Industry: Investing (See others in industry)

Address:
2600 Executive Parkway Suite 451
Lehi, UT, 84043