AltMountain

Oak Portfolio V, LLC

Deerfield, IL · CIK 1784495 · Sponsor: ORP MANAGER HOLDINGS, LLC
Status: no Form D since Aug 2019. 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.

Oak Portfolio V, LLC is a real estate fund based in Deerfield, Illinois. According to its most recent Form D, filed Aug 26, 2019, it has sold $4,845,000 of interests to 46 investors since its first sale in Aug 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 Orp Manager Holdings, LLC; Oak Portfolio V Manager, LLC; Oak Realty Group, Inc.

Total raised
$4,845,000Cumulative sales reported on Form D
Investors
46
First sale
Aug 14, 2019
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Orp Manager Holdings, LLC; Oak Portfolio V Manager, LLC; Oak Realty Group, Inc
Latest Form D
Aug 26, 2019

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 Portfolio V, LLC

What is the minimum investment for Oak Portfolio V, LLC?

Oak Portfolio V, LLC's latest Form D, filed Aug 26, 2019, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Oak Portfolio V, LLC?

Oak Portfolio V, 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 Oak Portfolio V, LLC raised?

Oak Portfolio V, LLC reports $4,845,000 sold from 46 investors on its Form D filed Aug 26, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Oak Portfolio V, LLC based?

Oak Portfolio V, LLC is based in Deerfield, Illinois.

When did Oak Portfolio V, LLC launch?

Oak Portfolio V, LLC reports its first sale in Aug 2019.

Size compared with every real estate fund

Raised more than 72% of the 479 real estate funds based in Illinois, and more than 65% of all 7,321 that report sales.

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