Form D · Other Investment Fund

Strategic Opportunity Zone Fund, LLC

Atlanta, GA · CIK 0001773677

Offering snapshot reported Mar 31, 2020 · SEC filing

Reported sold
$1.05M
Offering amount: $100M
Investors reported
3
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$525K$1.05MApr 16, 2019: $750,000.00Apr 16, 2019Dec 12, 2019: $850,000.00Dec 12, 2019Jan 2, 2020: $1,050,000.00Mar 31, 2020: $1,050,000.00Mar 31, 2020

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 31, 2020Amendment$1,050,000$0vs Jan 2, 20203SEC filing
Jan 2, 2020Amendment$1,050,000$300,000vs Apr 16, 20193SEC filing
Dec 12, 2019Amendment$850,000$100,000vs Apr 16, 20192SEC filing
Apr 16, 2019Initial$750,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$21K (estimated)
Finders' fees
$0
Form D file number
021-337471
Issuer reserves the right to increase the offering.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Bridge Capital Associates, Inc.143475Ricky B. Novak · CRD 6073887

Source: Form D, filed Mar 31, 2020. 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.

People and organizations reported in Form D filings
NameReported role
James Michael Fields Director, Promoter
James W. Freeman Director, Promoter
Ricky B. Novak Director, Promoter
Stephen T. Rothschild Director, Promoter
N/A Strategic Fund Manager Iii, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1180 Peachtree St Ne, Suite 3330
Atlanta, GA, 30309