TridentRE Rozzelles Ferry LLC is a real estate fund based in Charlotte, North Carolina. According to its most recent Form D, filed Jan 9, 2026, it has sold $1,380,000 of interests to 11 investors since its first sale in Dec 2025. The minimum investment it accepts from an outside investor is $57,500. 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 Stan Gregor; Greg Godley; Jonathan Ferguson.
- Total raised
- $1,380,000Cumulative sales reported on Form D
- Investors
- 11
- First sale
- Dec 10, 2025
- Minimum investment
- $57,500
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Stan Gregor; Greg Godley; Jonathan Ferguson
- Latest Form D
- Jan 9, 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 TridentRE Rozzelles Ferry LLC
What is the minimum investment for TridentRE Rozzelles Ferry LLC?
According to its latest Form D, filed Jan 9, 2026, the minimum investment TridentRE Rozzelles Ferry LLC accepts from an outside investor is $57,500.
Who can invest in TridentRE Rozzelles Ferry LLC?
TridentRE Rozzelles Ferry 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 TridentRE Rozzelles Ferry LLC raised?
TridentRE Rozzelles Ferry LLC reports $1,380,000 sold from 11 investors on its Form D filed Jan 9, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is TridentRE Rozzelles Ferry LLC based?
TridentRE Rozzelles Ferry LLC is based in Charlotte, North Carolina.
When did TridentRE Rozzelles Ferry LLC launch?
TridentRE Rozzelles Ferry LLC reports its first sale in Dec 2025, 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 53% of the 296 real estate funds based in North Carolina, and more than 38% of all 7,351 that report sales.