Form D · Commercial

S2K Charlotte Multifamily OZ Fund LLC

Orlando, FL · CIK 0001905226

Offering snapshot reported Jun 26, 2025 · SEC filing

Reported sold
$31.6M
Offering amount: $55M
Investors reported
107
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 29, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.8M$31.6MJan 19, 2022: $3,550,000.00Jan 19, 2022Feb 2, 2024: $23,705,506.00Feb 2, 2024Jun 26, 2025: $31,550,332.00Jun 26, 2025

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$23,705,506 → $31,550,332
  • Reported investors72 → 107

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 26, 2025Amendment$31,550,332$7,844,826vs Feb 2, 2024107SEC filing
Feb 2, 2024Amendment$23,705,506$20,155,506vs Jan 19, 202272SEC filing
Jan 19, 2022Initial$3,550,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$5.5M (estimated)
Finders' fees
$0
Form D file number
021-429990
Amount includes a maximum of $3,850,000 in sales commissions that may be earned by participating dealers and a maximum of $1,650,000 in managing dealer fees that may be earned by S2K Financial LLC.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
S2K Financial LLC248786
Alexander Capital, L.P.40077
AAG Capital, Inc.188
Arkadios Capital282710
Ausdal Financial Partners, Inc.7995
Capulent, LLC155155
DMK Advisor Group, Inc.41067
Great Point Capital LLC114203
Green Vista Capital, LLC293630
Moloney Securities Co., Inc.38535
Peak Brokerage Services, LLC157045
Third Seven Capital LLC160209
Vanderbilt Securities LLC5953
Emerson Equity LLC130032
G.A. Repple & Company17486
FNEX Capital LLC166316
Colliers Securities LLC7477

Source: Form D, filed Jun 26, 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.

People and organizations reported in Form D filings
NameReported role
N/A S2 K Charlotte Manager Llc Executive
N/A S2 K Charlotte Sponsor Llc Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
5950 Hazeltine National Drive Suite 305
Orlando, FL, 32822