Form D · Other Real Estate
SRC Ridge CI, LLC
Birmingham, AL · CIK 0001854205
Offering snapshot reported Apr 1, 2021 · SEC filing
- Reported sold
- $9.16M Offering amount: $9.16M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Mar 25, 2021 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 1, 2021 | Initial | $9,156,500 | No comparison | 18 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-394373
Source: Form D, filed Apr 1, 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
SRC RIDGE CI, LLC
Investment adviser: MERIT FUND ADVISORS, LLC
- Gross asset value
- $37.1M
- Beneficial owners
- 18
- ADV minimum commitment
- $56K
Reported in Form ADV on Mar 28, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1734973 · Mar 28, 2023 · Schedule D 7.B.(1), fund 805-3675409747
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.
| Name | Reported role |
|---|---|
| Jeff Harris | Executive |
| Benny La Russa, Jr. | Executive |
| Src Ridge Ci Manager Llc | Executive |
| Colin Moorhouse | Executive |
| Joseph Welden, Iii | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Birmingham, AL, 35205