SGP - RSTRS Davidson, LLC is a real estate fund based in Charlotte, North Carolina. According to its most recent Form D, filed Sep 28, 2026, it has sold $2,100,000 of interests to 31 investors since its first sale in Jun 2026. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include George Morgan III; Derek Copeland.
- Total raised
- $2,100,000Cumulative sales reported on Form D
- Investors
- 31
- First sale
- Jun 22, 2026
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- George Morgan III; Derek Copeland
- Latest Form D
- Sep 28, 2026
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 SGP - RSTRS Davidson, LLC
What is the minimum investment for SGP - RSTRS Davidson, LLC?
According to its latest Form D, filed Sep 28, 2026, the minimum investment SGP - RSTRS Davidson, LLC accepts from an outside investor is $25,000.
Who can invest in SGP - RSTRS Davidson, LLC?
SGP - RSTRS Davidson, 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 SGP - RSTRS Davidson, LLC raised?
SGP - RSTRS Davidson, LLC reports $2,100,000 sold from 31 investors on its Form D filed Sep 28, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is SGP - RSTRS Davidson, LLC based?
SGP - RSTRS Davidson, LLC is based in Charlotte, North Carolina.
When did SGP - RSTRS Davidson, LLC launch?
SGP - RSTRS Davidson, LLC reports its first sale in Jun 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 59% of the 294 real estate funds based in North Carolina, and more than 47% of all 7,321 that report sales.