Stonegate Opportunity Fund I, LLC
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$31M
Investors
74
Min Invest
$50,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Stonegate Opportunity Fund I, LLC is a Delaware limited liability company that filed a Form D with the SEC on October 24, 2022, describing itself as a other investment fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1) and covers pooled investment fund interests. Stonegate Opportunity Fund I, LLC reported $31,175,000 sold from 74 investors in an offering of indefinite size as of the Form D filed October 24, 2022. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 2005 Stonegate Trail, Suite 101, Birmingham, AL 35242.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
lapsed
Fund family Part of the Stonegate Opportunity Fund family: 2 vehicles across 2 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Stonegate Investment Group, LLC
Executive Officer · Birmingham, AL
Fund Manager and Investment Adviser
Tony Smith
Executive Officer · Birmingham, AL
CEO/CIO of Fund Manager
Chris Compton
Director · Birmingham, AL
Managing Director of Fund Manager
Matthew Brown
Director · Birmingham, AL
Managing Director of Fund Manager
Jay Allen
Executive Officer · Birmingham, AL
Chief Wealth Strategist of Fund Manager
Questions About Stonegate Opportunity Fund I, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Stonegate Opportunity Fund I, LLC?
Stonegate Opportunity Fund I, LLC is a Delaware limited liability company that filed a Form D with the SEC on October 24, 2022 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests.
Is Stonegate Opportunity Fund I, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Stonegate Opportunity Fund I, LLC filed a Form D with the SEC on October 24, 2022 claiming Rule 506(b), Section 3(c), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $31,175,000 sold to 74 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Stonegate Opportunity Fund I, LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Stonegate Opportunity Fund I, LLC claimed Rule 506(b), Section 3(c), Section 3(c)(1) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Stonegate Opportunity Fund I, LLC raised?
Stonegate Opportunity Fund I, LLC reported $31,175,000 sold from 74 investors in an offering of indefinite size as of the Form D filed October 24, 2022.
Who can invest in Stonegate Opportunity Fund I, LLC?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000.
What is the minimum investment in Stonegate Opportunity Fund I, LLC?
The Form D lists $50,000 as the minimum investment accepted from any outside investor as of October 24, 2022. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Stonegate Opportunity Fund I, LLC and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind Stonegate Opportunity Fund I, LLC?
The Form D lists 5 related persons: Stonegate Investment Group, LLC, executive officer (Fund Manager and Investment Adviser); Tony Smith, executive officer (CEO/CIO of Fund Manager); Chris Compton, director (Managing Director of Fund Manager); Matthew Brown, director (Managing Director of Fund Manager); Jay Allen, executive officer (Chief Wealth Strategist of Fund Manager). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Stonegate Opportunity Fund I, LLC located?
The issuer's address on its SEC filings is 2005 Stonegate Trail, Suite 101, Birmingham, AL 35242. Its phone number of record is 205.963.0840. It is organized under the laws of Delaware.
How long is the Stonegate Opportunity Fund I, LLC offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
How large is Stonegate Opportunity Fund I, LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.