SEC filing record
Primary Source · SEC.gov

SunRocket Capital, LLC

Fund Vehicle2024 vintage506(b)
Latest signalSold increasedForm D/A · 2024-07-192 events: 1 sold increased, 1 investors increasedLast filing 2024-07-19

Raised

$11M

Investors

34

Min Invest

$50,000

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AltStreet Analysis

·

Generated from EDGAR primary sources

SunRocket Capital, LLC is a Maryland-domiciled alternative investment vehicle that has raised $11.3M from 34 investors under Rule 506(b), with a $50K minimum investment. This amended filing was submitted on 2024-07-19, with Solar-Fi Advisors, LLC listed as a related director alongside eight named individuals in executive officer and director roles.

This 506(b) private placement features a modest $50K minimum investment threshold, positioning it in the accessible-accredited tier of the alternative investment market. The 34-investor count against $11.3M raised suggests an average commitment of approximately $332K, consistent with a pooled equity vehicle targeting individual accredited investors rather than institutional capital.

Data Flags

first_sale_dateFirst sale date not disclosed on this amended filing; raise is $11.3M, which does not meet the typical institutional threshold where omission would be expected
related_personsNine related persons listed (one entity director and eight individual officers/directors), a relatively large governance roster for a vehicle of this size

Critical Disclosures

What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.

Reporting lapsed · Form D · last filing July 19, 2024

Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.

Timeline
Each line is a fact as filed. The history behind it, the same event across other issuers, and an alert on the next one:Open in the terminal Watch this issuer

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001967004
Entity NameSunRocket Capital, LLC
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationMaryland
Issuer Address545 Nw 26th Street, Suite 260, Miami, FL 33127
Phone(305) 697-1031
Former NamesSol-REIT, LLC (until March 15, 2023)
Industry / Fund TypeREITS and Finance
Securities TypeEquity
First Sale Date—
Filing DateJuly 19, 2024
Accession Number0001967004-24-000002
Total Offering Amount$1,000,000,000
Total Amount Sold$11,322,100
Amount Remaining$988,677,900
Total Investors34
Non-Accredited InvestorsNone
Minimum Investment$50,000
Offering DurationIntended to last more than one year
Sales Commissions$150,000 (to Finalis Securities LLC)
Finders' Fees$0
Revenue RangeDecline to Disclose
State (Issuer Address)FL
Amendment Count2 filings on record

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

2

latest Jul 19, 2024

Critical / warning

0 / 0

2 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

dark

Latest event Sold increase · Jul 19, 2024

SEC.gov
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Investor

  • 2 filing events with values and deltas, latest 2024-07-19, and alerts on the next one
  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

Pro

  • This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Item 3 changed on the Form D filed 2024-07-19: 3 related persons added and 5 removed against the filing of 2023-03-15; 9 now listed. The names are in the Terminal feed.

Solar-Fi Advisors, LLC

Director · Miami, FL

Brian Sidman

Executive Officer, Director · Miami, FL

Jeffrey Rogers

Director · Miami, FL

Adam Foodman

Director · Miami, FL

Taimur Jamil

Executive Officer, Director · Miami, FL

Christian Clayton

Executive Officer · Miami, FL

Mark Settles

Director · Miami, FL

Derek Gabriel

Executive Officer · Miami, FL

Jeremy Ben-David

Executive Officer, Director · Miami, FL

Placement Agents and Sales Compensation (Form D)

Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.

Finalis Securities LLCCRD 305908 on BrokerCheck

Associated broker-dealer: William Birdzell (CRD 3245049) · New York, NY · Soliciting in CA, FL

Questions About SunRocket Capital, LLC

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is SunRocket Capital, LLC?

SunRocket Capital, LLC is a Maryland limited liability company that filed a Form D with the SEC on July 19, 2024 in the REITS and Finance industry group. The filing claims Rule 506(b) for an offering of equity.

Is SunRocket Capital, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. SunRocket Capital, LLC filed a Form D with the SEC on July 19, 2024 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $11,322,100 sold to 34 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 SunRocket Capital, 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 SunRocket Capital, LLC claimed Rule 506(b) 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 SunRocket Capital, LLC raised?

SunRocket Capital, LLC reported $11,322,100 sold from 34 investors of a $1,000,000,000 total offering as of the Form D filed July 19, 2024.

Who can invest in SunRocket Capital, 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. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000.

What is the minimum investment in SunRocket Capital, LLC?

The Form D lists $50,000 as the minimum investment accepted from any outside investor as of July 19, 2024. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling SunRocket Capital, LLC and how are they paid?

The Form D names Finalis Securities LLC (CRD 305908), associated with William Birdzell as the recipient of sales compensation soliciting in CA, FL. Sales commissions are reported as $150,000 and finders' fees as $0. Form D allows these to be estimates.

Who is behind SunRocket Capital, LLC?

The Form D lists 9 related persons: Solar-Fi Advisors, LLC, director (Manager of SunRocket Capital, LLC); Brian A. Sidman, executive officer, director (Chief Executive Officer and Member of Board of Directors); Jeffrey A. Rogers, director (Independent Member of Board of Directors); Adam A. Foodman, director (Independent Member of Board of Directors); Taimur A. Jamil, executive officer, director (Chief Investment Officer and Member of Board of Directors); Christian A. Clayton, executive officer (General Counsel); Mark A. Settles, director (Independent Member of Board of Directors); Derek A. Gabriel, executive officer (Chief Operating Officer), and 1 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is SunRocket Capital, LLC located?

The issuer's address on its SEC filings is 545 Nw 26th Street, Suite 260, Miami, FL 33127. Its phone number of record is 305.697.1031. It is organized under the laws of Maryland.

How long is the SunRocket Capital, LLC offering open?

The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.

What is SunRocket Capital, LLC's revenue?

The issuer declined to disclose its revenue 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.