Form D · Other

SG AD-A Investment LLC

New York, NY · CIK 0001997191

Offering snapshot reported Oct 13, 2023 · SEC filing

Reported sold
$3M
Offering amount: $3M
Investors reported
3
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 2, 2023
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
Oct 13, 2023Initial$2,999,211No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-494680

Source: Form D, filed Oct 13, 2023. 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

SG AD-A INVESTMENT, LLC

Investment adviser: STONE-GOFF MANAGEMENT, LLC

Gross asset value
$1.08M
Beneficial owners
3
ADV minimum commitment
$0

Reported in Form ADV on Apr 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY US LLP SPOKANE, Washington, United States
Custodian CITIZENS BANK RIVERSIDE, Rhode Island, 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 2098762 · Apr 24, 2026 · Schedule D 7.B.(1), fund 805-4806276460

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
Laurens Goff Executive, Promoter
N/A Stone Goff Partners Iii, Lp Director
Patricia Warnetski Executive, Promoter

Issuer details

Industry: Other (See others in industry)

Address:
331 Park Avenue South 12th Floor
New York, NY, 10010