Form D · Other Real Estate

Sortis OZ Tukwila LLC

Portland, OR · CIK 0001782752

Offering snapshot reported Jul 17, 2019 · SEC filing

Reported sold
$150K
Offering amount: $11M
Investors reported
1
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jul 9, 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
Jul 17, 2019Initial$150,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-344537

Source: Form D, filed Jul 17, 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

SORTIS OZ TUKWILA, LLC

Investment adviser: SORTIS FUND MANAGER, LLC

Gross asset value
$5.34M
Beneficial owners
12
ADV minimum commitment
$500K

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 805-4599165940

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
Jefry A Baker Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
1100 Nw Glisan Street Suite 2 C
Portland, OR, 97209