Form D · Residential
Rise North Carolina Portfolio Partners, LLC
Scottsdale, AZ · CIK 0002092119
Offering snapshot reported Nov 21, 2025 · SEC filing
- Reported sold
- $19.1M Offering amount: $19.5M
- Investors reported
- 127 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 7, 2025 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 |
|---|---|---|---|---|---|
| Nov 21, 2025 | Initial | $19,092,039 | No comparison | 127 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-564753
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Valerity Group, Inc | 42869 | |
| Uhlmann Price Securities, LLC | 42854 | |
| Finalis Securities LLC | 305908 | Jianlei Shi · CRD 7665996 |
Source: Form D, filed Nov 21, 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.
| Name | Reported role |
|---|---|
| Zachary Haptonstall | Executive |
| Ryan Mc Kenna | Executive |
| Bikran Sandhu | Executive |
| Robert Szewcyk | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:
8324 East Hartford Drive
Scottsdale, AZ, 85255
Scottsdale, AZ, 85255