Form D · Other Investment Fund
SOUTHMARK FUND LLC
Wilmington, NC · CIK 0002025986
Offering snapshot reported Jun 11, 2026 · SEC filing
- Reported sold
- $24.6M Offering amount: $100M
- Investors reported
- 21 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 1, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 21
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 11, 2026 | Amendment | $24,625,000 | No comparison | 21 | SEC filing |
| Jun 11, 2025 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Jul 23, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-519481
Source: Form D, filed Jun 11, 2026. 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.
| Name | Reported role |
|---|---|
| Jay Atkinson | Executive |
| Kevin Mc Carthy | Director, Executive |
| Kenneth Nix | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1411 Commonwealth Dr Ste 301
Wilmington, NC, 28403
Wilmington, NC, 28403