Form D · Investing

Sortis Opportunity Zone Fund I LLC

Portland, OR · CIK 0001761680

Offering snapshot reported Nov 30, 2021 · SEC filing

Reported sold: $3.21M
Investors reported: 24
Minimum accepted: $50K
First sale: Nov 6, 2018

Fundraising history

Reported sold

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$2,779,936 → $3,210,113
Reported investors15 → 24

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 30, 2021	Amendment	$3,210,113	$430,177vs Dec 14, 2020	24	SEC filing
Dec 14, 2020	Amendment	$2,779,936	$679,936vs Dec 9, 2019	15	SEC filing
Dec 9, 2019	Amendment	$2,100,000	$1,250,000vs Dec 13, 2018	11	SEC filing
Dec 13, 2018	Initial	$850,000	No comparison	2	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06c, 3C, 3C.1, 3C.5
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-327783

Source: Form D, filed Nov 30, 2021. 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

SORTIS OPPORTUNITY ZONE FUND I LLC

Investment adviser: SORTIS FUND MANAGER, LLC

Gross asset value: $2.82M
Beneficial owners: 26
ADV minimum commitment: $50K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor NOVOGRADAC & COMPANY LLP PORTLAND, Oregon, United States

Custodian FIRST CITIZENS BANK LAKE OSWEGO, Oregon, 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

NOVOGRADAC & COMPANY LLP
PCAOB 474

Filing source

Form ADV 2057437 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-8630757011

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
Name	Reported role
Jefry A Baker	Executive

Issuer details

Industry: Investing (See others in industry)

Address:

9 Se 3 Rd Avenue, Suite 100
Portland, OR, 97214