AltMountain

Lone Oak SP LLC

Salem, OR · CIK 2018987
Status: no Form D since Apr 2024. 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.

Lone Oak SP LLC is a real estate fund based in Salem, Oregon. According to its most recent Form D, filed Apr 11, 2024, it has sold $1,951,400 of interests to 17 investors since its first sale in Mar 2024. 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 Bradley Lyon; Bradford Lyon; William Ness.

Total raised
$1,951,400Cumulative sales reported on Form D
Investors
17
First sale
Mar 27, 2024
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Bradley Lyon; Bradford Lyon; William Ness
Latest Form D
Apr 11, 2024

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 Lone Oak SP LLC

What is the minimum investment for Lone Oak SP LLC?

Lone Oak SP LLC's latest Form D, filed Apr 11, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Lone Oak SP LLC?

Lone Oak SP 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 Lone Oak SP LLC raised?

Lone Oak SP LLC reports $1,951,400 sold from 17 investors on its Form D filed Apr 11, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Lone Oak SP LLC based?

Lone Oak SP LLC is based in Salem, Oregon.

When did Lone Oak SP LLC launch?

Lone Oak SP LLC reports its first sale in Mar 2024.

Size compared with every real estate fund

Raised more than 59% of the 114 real estate funds based in Oregon, and more than 45% of all 7,349 that report sales.

More real estate funds in Salem

Similar-size real estate funds in Oregon

All real estate funds in Oregon