COI Partners, LLC
COI Partners, LLC is a private investment fund based in Lajolla, California. According to its most recent Form D, filed Apr 22, 2026, it has sold $3,250,000 of interests to 15 investors since its first sale in Jul 2020. The minimum investment it accepts from an outside investor is $500,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jacqueline Garza; Cascade Oak Investments, LLC.
- Total raised
- $3,250,000Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Jul 1, 2020
- Minimum investment
- $500,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jacqueline Garza; Cascade Oak Investments, LLC
- Latest Form D
- Apr 22, 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. 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 COI Partners, LLC
What is the minimum investment for COI Partners, LLC?
According to its latest Form D, filed Apr 22, 2026, the minimum investment COI Partners, LLC accepts from an outside investor is $500,000.
Who can invest in COI Partners, LLC?
COI Partners, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has COI Partners, LLC raised?
COI Partners, LLC reports $3,250,000 sold from 15 investors on its Form D filed Apr 22, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is COI Partners, LLC based?
COI Partners, LLC is based in Lajolla, California.
When did COI Partners, LLC launch?
COI Partners, LLC reports its first sale in Jul 2020.
Size compared with every private investment fund
Raised more than 47% of the 1,719 private investment funds based in California, and more than 26% of all 10,266 that report sales.