SRC Concord Ridge CI, 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
$16M
Investors
32
Min Invest
$100,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
SRC Concord Ridge CI, LLC is a Delaware limited liability company that filed a Form D with the SEC on July 10, 2023 in the Other Real Estate industry group. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1) and covers equity and pooled investment fund interests. SRC Concord Ridge CI, LLC reported $15,942,000 sold from 32 investors of a $15,942,000 total offering as of the Form D filed July 10, 2023. 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 $100,000. 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 2151 Highland Ave S, Suite 200, Birmingham, AL 35205.
EDGAR Filing Data
Form D — Primary Source
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Filing events
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Statements extracted
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none on file
NAV prints
0
none on file
Offering chains
1
closed
Investor
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
SRC Concord Ridge CI Manager LLC
Executive Officer · Birmingham, AL
Manager
Joseph Welden, III
Executive Officer · Birmingham, AL
Manager, President and CIO of StoneRiver Company, LLC, the Manager of Issuer's Manager
Jeff Harris
Executive Officer · Birmingham, AL
Manager, EVP of Finance and Accounting and COO of StoneRiver Company, LLC, the Manager of Issuer's Manager
Colin Moorhouse
Executive Officer · Birmingham, AL
Manager, SVP and General Counsel of StoneRiver Company, LLC, the Manager of Issuer's Manager
Benny LaRussa, Jr.
Executive Officer · Birmingham, AL
Manager, Chairman and CEO of StoneRiver Company, LLC, the Manager of Issuer's Manager
Questions About SRC Concord Ridge CI, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is SRC Concord Ridge CI, LLC?
SRC Concord Ridge CI, LLC is a Delaware limited liability company that filed a Form D with the SEC on July 10, 2023 in the Other Real Estate industry group. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of equity and pooled investment fund interests.
Is SRC Concord Ridge CI, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. SRC Concord Ridge CI, LLC filed a Form D with the SEC on July 10, 2023 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 $15,942,000 sold to 32 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 SRC Concord Ridge CI, 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 SRC Concord Ridge CI, 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 SRC Concord Ridge CI, LLC raised?
SRC Concord Ridge CI, LLC reported $15,942,000 sold from 32 investors of a $15,942,000 total offering as of the Form D filed July 10, 2023.
Who can invest in SRC Concord Ridge CI, 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 $100,000.
What is the minimum investment in SRC Concord Ridge CI, LLC?
The Form D lists $100,000 as the minimum investment accepted from any outside investor as of July 10, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling SRC Concord Ridge CI, 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 SRC Concord Ridge CI, LLC?
The Form D lists 5 related persons: SRC Concord Ridge CI Manager LLC, executive officer (Manager); Joseph Welden, III, executive officer (Manager, President and CIO of StoneRiver Company, LLC, the Manager of Issuer's Manager); Jeff Harris, executive officer (Manager, EVP of Finance and Accounting and COO of StoneRiver Company, LLC, the Manager of Issuer's Manager); Colin Moorhouse, executive officer (Manager, SVP and General Counsel of StoneRiver Company, LLC, the Manager of Issuer's Manager); Benny LaRussa, Jr., executive officer (Manager, Chairman and CEO of StoneRiver Company, LLC, the Manager of Issuer's Manager). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is SRC Concord Ridge CI, LLC located?
The issuer's address on its SEC filings is 2151 Highland Ave S, Suite 200, Birmingham, AL 35205. Its phone number of record is 2057257231. It is organized under the laws of Delaware.
How long is the SRC Concord Ridge CI, 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.
What is SRC Concord Ridge CI, 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.