EDGAR Verified
Primary Source · SEC.gov

LIP Whitfield Investors, LLC

Single-Deal SPV2026 vintage506(b)
Latest signalNew Form D filerForm D · 2026-10-13Last filing 2026-10-13

Raised

$2M

Investors

5

Min Invest

None stated

AltStreet Analysis

·

Generated from EDGAR primary sources

LIP Whitfield Investors, LLC is a North Carolina-formed single-deal entity that filed a Form D for an equity offering under Rule 506(b), reporting $2.0M raised from 5 investors as of this October 2026 filing. The filing lists Liberty Investment Partners, LLC, John Barker, LIP PS4, LLC, and LIP Whitfield Apartments, LLC as related executive officers, suggesting this is a real-estate-linked SPV sponsored by Liberty Investment Partners; minimum investment and first sale date are not disclosed on the filing.

This is a small-scale, privately placed equity vehicle (Rule 506(b)) typical of single-asset real estate or sponsor-affiliated syndications, where capital raises under $5M from a handful of investors are common. The $400K average check size across 5 investors is consistent with an accredited-investor syndicate rather than a broad retail raise, and the lack of a disclosed minimum is standard for this filing type rather than indicative of fund structure.

Data Flags

related_personsThree of four listed 'Executive Officer' related persons are entities (Liberty Investment Partners, LLC; LIP PS4, LLC; LIP Whitfield Apartments, LLC) rather than individuals, which is atypical for the related-persons section of Form D (normally reserved for natural persons with titles).
first_sale_dateTotal amount sold is reported as $2.0M with 5 investors, but no First Sale Date is disclosed — unusual for an original (non-amendment) filing of this size where sales have already occurred.
generalEntity name and related persons (LIP PS4, LIP Whitfield Apartments) suggest affiliation with a broader Liberty Investment Partners platform, but no sibling entities are yet matched in the database.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002159985
Entity NameLIP Whitfield Investors, 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 OrganizationNorth Carolina
Year Organized2025
Issuer Address2626 Glenwood Avenue, Suite 450, Raleigh, NC 27608
Phone(919) 803-5489
Industry / Fund TypeCommercial
Securities TypeEquity
First Sale Date—
Filing DateOctober 13, 2026
Accession Number0002159985-26-000001
Total Offering Amount$2,050,000
Total Amount Sold$2,050,000
Amount Remaining$0
Total Investors5
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationOne year or less
Sales Commissions$0
Finders' Fees$0
Proceeds to Related Persons$0
Revenue RangeDecline to Disclose
State (Issuer Address)NC
Amendment CountOriginal filing only
Signed ByJohn K. Barker, Manager of Liberty Investment Partners, LLC, its Manager

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

1

latest Oct 13, 2026

Critical / warning

0 / 0

0 watch · 1 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

closed

Latest event New filer · Oct 13, 2026

SEC.gov
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Investor

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Related Persons (Form D)

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

N/A Liberty Investment Partners, LLC

Executive Officer · Raleigh, NC

John Barker

Executive Officer · Raleigh, NC

N/A LIP PS4, LLC

Executive Officer · Raleigh, NC

N/A LIP Whitfield Apartments, LLC

Executive Officer · Raleigh, NC

Questions About LIP Whitfield Investors, LLC

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

What is LIP Whitfield Investors, LLC?

LIP Whitfield Investors, LLC is a North Carolina limited liability company organized in 2025 that filed a Form D with the SEC on October 13, 2026 in the Commercial industry group. The filing claims Rule 506(b) for an offering of equity.

Is LIP Whitfield Investors, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. LIP Whitfield Investors, LLC filed a Form D with the SEC on October 13, 2026 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 $2,050,000 sold to 5 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 LIP Whitfield Investors, 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 LIP Whitfield Investors, 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 LIP Whitfield Investors, LLC raised?

LIP Whitfield Investors, LLC reported $2,050,000 sold from 5 investors of a $2,050,000 total offering as of the Form D filed October 13, 2026.

Who can invest in LIP Whitfield Investors, 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 filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in LIP Whitfield Investors, LLC?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling LIP Whitfield Investors, 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. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.

Who is behind LIP Whitfield Investors, LLC?

The Form D lists 4 related persons: Liberty Investment Partners, LLC, executive officer (The manager of the Issuer (the "Manager")); John K Barker, executive officer (The manager of the Manager); LIP PS4, LLC, executive officer (Affiliate of Manager that receives carried interest); LIP Whitfield Apartments, LLC, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is LIP Whitfield Investors, LLC located?

The issuer's address on its SEC filings is 2626 Glenwood Avenue, Suite 450, Raleigh, NC 27608. Its phone number of record is 9198035489. It is organized under the laws of North Carolina.

How long is the LIP Whitfield Investors, 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 LIP Whitfield Investors, LLC's revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

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.