Form D · Other Real Estate

SRC Rise at Signal Mountain, LLC

Birmingham, AL · CIK 0001797718

Offering snapshot reported Jan 14, 2020 · SEC filing

Reported sold
$6.78M
Offering amount: $6.78M
Investors reported
30
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jan 3, 2020
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
Jan 14, 2020Initial$6,783,210No comparison30SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-358034

Source: Form D, filed Jan 14, 2020. 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 RISE AT SIGNAL MOUNTAIN, LLC

Investment adviser: MERIT FUND ADVISORS, LLC

Gross asset value
$25M
Beneficial owners
31
ADV minimum commitment
$10K

Reported in Form ADV on Mar 31, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian BRANCH BANKING & TRUST CO BIRMINGHAM, Alabama, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1515677 · Mar 31, 2021 · Schedule D 7.B.(1), fund 805-7911958619

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
Src Rise At Signal Mountain Gp, Llc Executive
Joseph Welden, Iii Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
110 Office Park Drive Suite 300
Birmingham, AL, 35223