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RIA / WealthPrivate fundreal estate fund3(c)(1)dropped

SRC ASHFORD PLACE INVESTMENTS, LLC

advised by MERIT FUND ADVISORS

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d0e4a55-b87e-eee7-3c02-86925c48f03c

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 27, 2019 to Mar 30, 2022
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

SRC Ashford Place Investments, LLC

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: MERIT FUND ADVISORSCRD 288426
Fund type: Real Estate Fund
Latest reported GAV: $22.8Mgross asset value on Schedule D 7.B(1), as of 2022-03-30; never fund size
Peak reported GAV: $22.8M
Beneficial owners: 29
Minimum investment: $25,000
Owned by the adviser: 1500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 27, 2019
Last reported: Mar 30, 2022fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 5
Fund id: 805-4816578414

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 30, 2022	$22.8M	29	$25,000	1500.0%	no	SRC ASHFORD PLACE INVESTMENTS, LLC
Mar 31, 2021	$17.4M	29	$25,000	1500.0%	no	SRC ASHFORD PLACE INVESTMENTS, LLC
Oct 26, 2020	$14.8M	29	$25,000	1500.0%	no	SRC ASHFORD PLACE INVESTMENTS, LLC
Mar 30, 2020	$14.8M	29	$25,000	1500.0%	no	SRC ASHFORD PLACE INVESTMENTS, LLC
Mar 27, 2019	$14.8M	29	$25,000	1500.0%	no	SRC ASHFORD PLACE INVESTMENTS, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
Bb&t	BRANCH BANKING & TRUST CO	Birmingham	Alabama	United States	no	n/a

Relationships

Advises (1)

← MERIT FUND ADVISORSRegistered adviserReal Estate Fund, IA, no longer reported
Mar 27, 2019 to Mar 30, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d0e4a55-b87e-eee7-3c02-86925c48f03c
First observed: Mar 27, 2019
Last observed: Mar 30, 2022 54 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SRC ASHFORD PLACE INVESTMENTS, LLC

advised by MERIT FUND ADVISORS

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d0e4a55-b87e-eee7-3c02-86925c48f03c

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 30, 2022

$22.8M

$25,000

1500.0%

SRC ASHFORD PLACE INVESTMENTS, LLC

Mar 31, 2021

$17.4M

$25,000

1500.0%

SRC ASHFORD PLACE INVESTMENTS, LLC

Oct 26, 2020

$14.8M

$25,000

1500.0%

SRC ASHFORD PLACE INVESTMENTS, LLC

Mar 30, 2020

$14.8M

$25,000

1500.0%

SRC ASHFORD PLACE INVESTMENTS, LLC

Mar 27, 2019

$14.8M

$25,000

1500.0%

SRC ASHFORD PLACE INVESTMENTS, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

Bb&t

BRANCH BANKING & TRUST CO

Birmingham

Alabama

United States

n/a