Birnam Oak Fund, LP
Birnam Oak Fund, LP is a hedge fund based in New York, New York. According to its most recent Form D, filed Sep 25, 2026, the fund has sold $81,590,639 of interests to 25 investors since its first sale in Jan 2024. The minimum investment it accepts from an outside investor is $1,000,000. 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 Erin Ross; Birnam Oak Advisors, LP; Christopher DeLong.
Performance
No verified returns have been reported for this fund. As a rough guide, Birnam Oak Advisors, LP, which manages it, disclosed U.S. stock holdings that returned an estimated +6.0% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q1 2025 to Q2 2026, the estimate is +7.6% (S&P 500: +27.4%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $81,590,639Cumulative sales reported on Form D
- Investors
- 25
- First sale
- Jan 1, 2024
- Minimum investment
- $1,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Erin Ross; Birnam Oak Advisors, LP; Christopher DeLong
- Latest Form D
- Sep 25, 2026
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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Birnam Oak Fund, LP
What is the minimum investment for Birnam Oak Fund, LP?
According to its latest Form D, filed Sep 25, 2026, the minimum investment Birnam Oak Fund, LP accepts from an outside investor is $1,000,000.
Who can invest in Birnam Oak Fund, LP?
Birnam Oak 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 Birnam Oak Fund, LP raised?
Birnam Oak Fund, LP reports $81,590,639 sold from 25 investors on its Form D filed Sep 25, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Birnam Oak Fund, LP based?
Birnam Oak Fund, LP is based in New York, New York and is managed by Birnam Oak Advisors, LP.
When did Birnam Oak Fund, LP launch?
Birnam Oak Fund, LP reports its first sale in Jan 2024.
Size compared with every hedge fund
Raised more than 51% of the 2,544 hedge funds based in New York, and more than 54% of all 10,308 that report sales.