Form D · Residential

SO Boulder Holdings, LLC

Fort Lauderdale, FL · CIK 0001783460

Offering snapshot reported Aug 14, 2019 · SEC filing

Reported sold
$21.7M
Offering amount: $29.9M
Investors reported
37
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 7, 2019
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
Aug 14, 2019Initial$21,650,785No comparison37SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-346585
Represents target offering amount (Issuer may reduce amt)
Limited liability company membership interests; Manager has sole discretion to reduce min capital commitment of $100,000 (Item 14)

Source: Form D, filed Aug 14, 2019. 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

SO BOULDER HOLDINGS, LLC

Investment adviser: SOUTHOCEAN CAPITAL PARTNERS, LLC

Gross asset value
$30.7M
Beneficial owners
31
ADV minimum commitment
$100K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator WLD ENTERPRISES, INC. FORT LAUDERDALE, Florida, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KAUFMAN, ROSSIN & CO., P.A. MIAMI, Florida, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KAUFMAN, ROSSIN & CO., P.A.
PCAOB 137

Filing source

Form ADV 2070124 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8562318327

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
Timothy E. Bannon Executive
David Horvitz Director, Executive
David Roth Director, Executive

Issuer details

Industry: Residential (See others in industry)

Address:
C/O South Ocean Capital Partners, Llc 401 East Las Olas Boulevard, Suite 2220
Fort Lauderdale, FL, 33301