Surge Capital LLC

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Assets, Funds, Holdings

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Surge Capital LLC
CRD #328397
SEC #802-129480
CIK #
AUM
Employees
Phone480-848-0973
Address94 S Mall Dr, Ste 202
St George, UT 84790
Source [IAPD] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
Type Form D Funds Date Sold AUM
RE Surge Land Fund LP [2024-01-09] 0.8 M
Offered $2,000,000 · Filed 2023-10-19 (D) · Exemption 506(b), 4(a)(5), 3(c), 3(c)(5) · Minimum $25,000 · Remaining $2,000,000 · Duration One year or less · Revenue Decline to Disclose
RE Surge Real Estate Fund I LP [2024-01-09]
Offered $10,000,000 · Filed 2023-08-23 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $10,000,000 · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Paul Poteet Director, Executive Officer 3 2
Kyle Macdonald Director 2 2
Surge Real Estate Fund I GP LLC Director 1 1
Firm Profile (Form ADV)
Fund TypesReal Estate
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