Form D · Other Real Estate

RBI NM Investment Holdings LLC

Columbus, OH · CIK 0001985727

Offering snapshot reported Mar 19, 2026 · SEC filing

Reported sold
$56.9M
Offering amount: $110M
Investors reported
58
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 30, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$28.5M$56.9MJul 17, 2023: $5,000,000.00Jul 17, 2023Jul 29, 2024: $33,225,000.00Jul 29, 2024Mar 19, 2026: $56,925,000.00Mar 19, 2026

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$5,000,000 → $56,925,000
  • Reported investors6 → 58

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 19, 2026Amendment$56,925,000$51,925,000vs Jul 17, 202358SEC filing
Jul 29, 2024Amendment$33,225,000$28,225,000vs Jul 17, 202347SEC filing
Jul 17, 2023Initial$5,000,000No comparison6SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1, 3C.5, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-487090

Source: Form D, filed Mar 19, 2026. 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

RBI NM INVESTMENT HOLDINGS LLC

Investment adviser: ROCKBRIDGE CAPITAL, LLC

Gross asset value
$98.7M
Beneficial owners
59
ADV minimum commitment
$100K

Reported in Form ADV on Jul 8, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY US, LLP COLUMBUS, Ohio, United States
Custodian THE HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No
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 2117741 · Jul 8, 2026 · Schedule D 7.B.(1), fund 805-1778716516

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
Brett M. Alexander Executive
Tamre F. Edwards Executive
John D. Haymes Executive
Kenneth J. Krebs Executive
James T. Merkel Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
4124 Worth Avenue
Columbus, OH, 43219