Investor Alert: Greenbird Intelligence Fund, Series B, LLC – Regulation D Private Placement
Have you suffered investment losses in Greenbird Intelligence Fund, Series B, LLC? The White Law Group is investigating potential FINRA arbitration claims involving broker-dealers who may have improperly recommended this speculative private placement investment.
About the Offering – Greenbird Intelligence Fund, Series B, LLC
According to the Form D filed with the SEC, Greenbird Intelligence Fund, Series B, LLC is a Delaware limited liability company formed in 2021, with a principal office in Bohemia, New York. The company filed a Regulation D notice of exempt offering on August 9, 2021.
The offering was conducted under Rule 506(b) of Regulation D and sought to raise an indefinite amount through equity interests in a pooled investment fund. As of the filing, the fund had raised approximately $1,157,363 from 17 investors, with estimated sales commissions of $92,589 paid to Greenbird Capital LLC (CRD#: 306692), the associated broker-dealer.
The company also reported a $23,147 management fee payable to Greenbird Intelligence Management LLC, the fund’s managing entity.
Risks of Regulation D Investments
Private placements such as Greenbird Intelligence Fund, Series B, LLC are typically sold to accredited investors as alternative investment opportunities. However, they carry substantial risks, especially for unsophisticated or conservative investors. These risks include:
- Illiquidity – Private placements are not publicly traded, and investors may be locked in for an extended or indefinite period.
- High Commissions – Brokers often earn hefty commissions, which may create conflicts of interest and reduce net returns.
- Lack of Transparency – Issuers are not required to provide the same disclosures as public companies, limiting investor insight into business operations and financials.
- Speculative Nature – These offerings often involve early-stage or niche strategies with high failure risk.
Broker Due Diligence Obligations
Broker-dealers are required to conduct reasonable due diligence before recommending private placements. This includes:
- Evaluating the financial condition and viability of the issuer
- Assessing whether the investment is suitable for the client
- Disclosing all material risks and conflicts of interest
- Supervising broker conduct and sales practices
Failure to meet these obligations may result in liability for investor losses.
FINRA Arbitration for Recovery
If you invested in Greenbird Intelligence Fund, Series B, LLC and believe your financial advisor misrepresented the offering or failed to perform adequate due diligence, you may be eligible to file a claim through FINRA arbitration. Unlike class actions, FINRA arbitration provides individual hearings, faster resolutions, and binding awards.
The White Law Group has handled over 800 FINRA arbitration claims on behalf of investors nationwide.
Free Case Evaluation
If you were sold Greenbird Intelligence Fund, Series B, LLC by a broker-dealer and are concerned about your investment, contact The White Law Group at 888-637-5510 for a free consultation.
For more information, visit www.whitesecuritieslaw.com.
Frequently Asked Questions (FAQs) : Greenbird Intelligence Fund
1. What is Greenbird Intelligence Fund, Series B, LLC?
It is a private equity fund organized in 2021 that offered pooled investment interests under Rule 506(b) of Regulation D.
2. How much was raised and who was involved?
The fund raised approximately $1.1 million from 17 investors and paid estimated commissions of over $92,000 to Greenbird Capital LLC.
3. Can I recover losses from this investment?
Yes. If your broker failed to disclose the risks or did not conduct adequate due diligence, you may be eligible to pursue recovery through a FINRA arbitration claim.
Last modified: August 6, 2025
