AltMountain

Fortuna Oak Partners, LP

Eagleville, PA · CIK 1660159
Status: no Form D since Dec 2015. 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.

Fortuna Oak Partners, LP is a private investment fund based in Eagleville, Pennsylvania. According to its most recent Form D, filed Dec 14, 2015, it has sold $3,460,000 of interests to 12 investors since its first sale in Dec 2015. The minimum investment it accepts from an outside investor is $250,000. 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 Tao Wu.

Total raised
$3,460,000Cumulative sales reported on Form D
Investors
12
First sale
Dec 1, 2015
Minimum investment
$250,000
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
Tao Wu
Latest Form D
Dec 14, 2015

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 Fortuna Oak Partners, LP

What is the minimum investment for Fortuna Oak Partners, LP?

According to its latest Form D, filed Dec 14, 2015, the minimum investment Fortuna Oak Partners, LP accepts from an outside investor is $250,000.

Who can invest in Fortuna Oak Partners, LP?

Fortuna Oak Partners, LP 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 Fortuna Oak Partners, LP raised?

Fortuna Oak Partners, LP reports $3,460,000 sold from 12 investors on its Form D filed Dec 14, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is Fortuna Oak Partners, LP based?

Fortuna Oak Partners, LP is based in Eagleville, Pennsylvania.

When did Fortuna Oak Partners, LP launch?

Fortuna Oak Partners, LP reports its first sale in Dec 2015.

Size compared with every private investment fund

Raised more than 40% of the 291 private investment funds based in Pennsylvania, and more than 27% of all 10,287 that report sales.

Similar-size private investment funds in Pennsylvania

All private investment funds in Pennsylvania