# CFA FINANCIAL PARTNERS I, LLC — Form D

CFA FINANCIAL PARTNERS I, LLC of CHARLOTTE, NC, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-12-05. The offering totals $715K, of which $715K was reported sold. Industry: Other.

## Offering

- Filed: 2024-12-05
- Form: D
- Accession: 0002047542-24-000001
- Industry: Other
- Exemptions: 06b, 3C, 3C.1
- Total offering: $715K
- Amount sold: $715K
- Minimum investment: $50K
- Investors: 10
- Date of first sale: 2024-10-28
- Security types: equity, fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-531184

## Issuer

- Name: CFA FINANCIAL PARTNERS I, LLC
- CIK: 0002047542
- Entity type: Limited Liability Company
- Jurisdiction: NORTH CAROLINA
- Incorporated: 2024
- Address: 4521 SHARON ROAD, SUITE 275, CHARLOTTE, NC, 28211
- Phone: 7049094515

## Officers, directors & promoters (2)

| Name | Role | Location |
| --- | --- | --- |
| Derek L Copeland | Executive Officer | Charlotte, NC |
| Gorge A Morgan, III | Executive Officer | Charlotte, NC |

## More

- [CIK 2047542 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2047542&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002047542-24-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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