Carmel Oaks, LLC is a real estate fund based in Omaha, Nebraska. According to its most recent Form D, filed Jan 6, 2020, it has sold $1,625,000 of interests to 12 investors since its first sale in Dec 2019. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Julie Bennett; Frankie Pane; Michael McGillick.
- Total raised
- $1,625,000Cumulative sales reported on Form D
- Investors
- 12
- First sale
- Dec 20, 2019
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Julie Bennett; Frankie Pane; Michael McGillick
- Latest Form D
- Jan 6, 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
Questions about Carmel Oaks, LLC
What is the minimum investment for Carmel Oaks, LLC?
Carmel Oaks, LLC's latest Form D, filed Jan 6, 2020, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Carmel Oaks, LLC?
Carmel Oaks, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Carmel Oaks, LLC raised?
Carmel Oaks, LLC reports $1,625,000 sold from 12 investors on its Form D filed Jan 6, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Carmel Oaks, LLC based?
Carmel Oaks, LLC is based in Omaha, Nebraska.
When did Carmel Oaks, LLC launch?
Carmel Oaks, LLC reports its first sale in Dec 2019.
Size compared with every real estate fund
Raised more than 42% of the 33 real estate funds based in Nebraska, and more than 42% of all 7,316 that report sales.