Banner Oak Operating Co Fund, LP is a private investment fund based in Dallas, Texas. According to its most recent Form D, filed Apr 19, 2018, it has sold $300,000,000 of interests to 1 investor since its first sale in Apr 2018. The filing does not set a minimum investment. 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 Patricia Gibson; Banner Oak OCF GP, LLC; Geoffrey Osborn.
- Total raised
- $300,000,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Apr 5, 2018
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Patricia Gibson; Banner Oak OCF GP, LLC; Geoffrey Osborn
- Latest Form D
- Apr 19, 2018
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
Questions about Banner Oak Operating Co Fund, LP
What is the minimum investment for Banner Oak Operating Co Fund, LP?
Banner Oak Operating Co Fund, LP's latest Form D, filed Apr 19, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Banner Oak Operating Co Fund, LP?
Banner Oak Operating Co 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 Banner Oak Operating Co Fund, LP raised?
Banner Oak Operating Co Fund, LP reports $300,000,000 sold from 1 investor on its Form D filed Apr 19, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Banner Oak Operating Co Fund, LP based?
Banner Oak Operating Co Fund, LP is based in Dallas, Texas.
When did Banner Oak Operating Co Fund, LP launch?
Banner Oak Operating Co Fund, LP reports its first sale in Apr 2018.
Size compared with every private investment fund
Raised more than 91% of the 879 private investment funds based in Texas, and more than 83% of all 10,333 that report sales.