Oak Companies, Inc. is a real estate fund based in Charlotte, North Carolina. According to its most recent Form D, filed Nov 12, 2026, it has sold $800,000 of interests to 2 investors since its first sale in Oct 2026. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Gary Bechtel; Kevin Kennedy; Raymond Davis.
- Total raised
- $800,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Oct 29, 2026
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Gary Bechtel; Kevin Kennedy; Raymond Davis
- Latest Form D
- Nov 12, 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 Oak Companies, Inc.
What is the minimum investment for Oak Companies, Inc.?
Oak Companies, Inc.'s latest Form D, filed Nov 12, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Oak Companies, Inc.?
Oak Companies, Inc. 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 Oak Companies, Inc. raised?
Oak Companies, Inc. reports $800,000 sold from 2 investors on its Form D filed Nov 12, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Oak Companies, Inc. based?
Oak Companies, Inc. is based in Charlotte, North Carolina.
When did Oak Companies, Inc. launch?
Oak Companies, Inc. reports its first sale in Oct 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 47% of the 297 real estate funds based in North Carolina, and more than 29% of all 7,348 that report sales.