AltMountain

Angel Oak Mortgage Fund, LP

Atlanta, Georgia (country) · CIK 1755152
Offshore
Status: no Form D since Oct 2020. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Angel Oak Mortgage Fund, LP is a private investment fund based in Atlanta, Georgia (country). According to its most recent Form D, filed Oct 1, 2020, it has sold $303,000,000 of interests to 10 investors since its first sale in Sep 2018. The minimum investment it accepts from an outside investor is $500,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Michael Fierman; Michael Peck; Vikram Shankar.

Total raised
$303,000,000Cumulative sales reported on Form D
Investors
10
First sale
Sep 27, 2018
Minimum investment
$500,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Michael Fierman; Michael Peck; Vikram Shankar
Latest Form D
Oct 1, 2020

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Raise history

$303,000,000Oct 5, 2018: $26,000,000 raisedOct 2, 2019: $59,300,000 raisedOct 1, 2020: $303,000,000 raisedOct 2018Oct 2020
FiledFilingTotal raisedInvestorsSource
Oct 1, 2020Amendment$303,000,00010SEC.gov ↗
Oct 2, 2019Amendment$59,300,0004SEC.gov ↗
Oct 5, 2018First notice$26,000,0003SEC.gov ↗

3 Form D filings in the SEC's electronic records (2008 onward), the earliest on Oct 5, 2018. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.

Questions about Angel Oak Mortgage Fund, LP

What is the minimum investment for Angel Oak Mortgage Fund, LP?

According to its latest Form D, filed Oct 1, 2020, the minimum investment Angel Oak Mortgage Fund, LP accepts from an outside investor is $500,000.

Who can invest in Angel Oak Mortgage Fund, LP?

Angel Oak Mortgage Fund, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Angel Oak Mortgage Fund, LP raised?

Angel Oak Mortgage Fund, LP reports $303,000,000 sold from 10 investors on its Form D filed Oct 1, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Angel Oak Mortgage Fund, LP based?

Angel Oak Mortgage Fund, LP is based in Atlanta, Georgia (country).

When did Angel Oak Mortgage Fund, LP launch?

Angel Oak Mortgage Fund, LP reports its first sale in Sep 2018.

Size compared with every private investment fund

This fund hasn't reported any sales yet.

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