Form D · Other Real Estate
RB Tri-State Investment Holdings LLC
Columbus, OH · CIK 0001743401
Offering snapshot reported Jun 21, 2018 · SEC filing
- Reported sold
- $1.68M Offering amount: $1.68M
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $46.3K Reported outside-investor minimum
- First sale
- Jun 6, 2018 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 21, 2018 | Initial | $1,680,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-315115
Membership equity interest in limited liability company
Source: Form D, filed Jun 21, 2018. 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
RB TRI-STATE INVESTMENT HOLDINGS LLC
Investment adviser: ROCKBRIDGE CAPITAL, LLC
- Gross asset value
- $3.39M
- Beneficial owners
- 8
- ADV minimum commitment
- $100K
Reported in Form ADV on May 6, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
Filing source
Form ADV 1537357 · May 6, 2021 · Schedule D 7.B.(1), fund 805-4179104809
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.
| Name | Reported role |
|---|---|
| Stephen C. Denz | Executive |
| Kenneth J. Krebs | Executive |
| James T. Merkel | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Columbus, OH, 43219