AltMountain

Roark Sonoma LLC

Magnolia, TX · CIK 2022712
Status: no Form D since May 2024. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Roark Sonoma LLC is a real estate fund based in Magnolia, Texas. Its most recent Form D, filed May 9, 2024, reports no sales yet. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Yu Alan; Cortney Gorley; Jeff Gorley.

Total raised
$0Cumulative sales reported on Form D
Investors
0
First sale
—
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Yu Alan; Cortney Gorley; Jeff Gorley
Latest Form D
May 9, 2024

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Roark Sonoma LLC

What is the minimum investment for Roark Sonoma LLC?

According to its latest Form D, filed May 9, 2024, the minimum investment Roark Sonoma LLC accepts from an outside investor is $50,000.

Who can invest in Roark Sonoma LLC?

Roark Sonoma LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Roark Sonoma LLC raised?

Roark Sonoma LLC's latest Form D, filed May 9, 2024, reports no sales yet.

Where is Roark Sonoma LLC based?

Roark Sonoma LLC is based in Magnolia, Texas.

Size compared with every real estate fund

This fund hasn't reported any sales yet.

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