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Data / Form D filings / Rooted Fund, LLC

Rooted Fund, LLC: Form D filings

Rooted Fund, LLC, an other investment fund in Oakland, CA, filed 3 Form D notices with the SEC between 2024 and 2026. The latest, on June 8, 2026, reports $8.1 million sold of an offering with no set size to 30 investors.

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Company details from the filing

Address
490 LAKE PARK AVE UNIT 10481, Oakland, CA, 94610
Phone
(202) 247-1760
Industry
Pooled Investment Fund (Other Investment Fund)
Entity type
Limited Liability Company
Incorporated in
Delaware
Year incorporated
2023
Revenue range
Decline to Disclose
Exemptions claimed
Rule 506(c), Investment Company Act section 3(c), section 3(c)(1)
SEC identifier (CIK)
2020657

Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Jun 8, 2026AmendmentIndefinite$8,125,00030May 24, 2024sec.gov
May 28, 2025AmendmentIndefinite$8,100,00027May 24, 2024sec.gov
Jun 7, 2024New noticeIndefinite$1,000,0001May 24, 2024sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
RUNWAY Investment Advisory, LLCExecutive OfficerIssuer's Manager
Jessica NorwoodPromoter
Preston P. PricePromoter

Every Form D from the week of Jun 8, 2026 · All recent filings in California

Read from SEC EDGAR. Amount sold is what Rooted Fund, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.