Oak Tree Acquisitions CRI, LLC is a real estate fund based in Brooklyn, New York. According to its most recent Form D, filed May 15, 2018, it has sold $550,000 of interests to 11 investors since its first sale in Apr 2018. 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 Jeremiah Lucey; Richard Rosan.
- Total raised
- $550,000Cumulative sales reported on Form D
- Investors
- 11
- First sale
- Apr 30, 2018
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jeremiah Lucey; Richard Rosan
- Latest Form D
- May 15, 2018
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 Tree Acquisitions CRI, LLC
What is the minimum investment for Oak Tree Acquisitions CRI, LLC?
Oak Tree Acquisitions CRI, LLC's latest Form D, filed May 15, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Oak Tree Acquisitions CRI, LLC?
Oak Tree Acquisitions CRI, 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 Tree Acquisitions CRI, LLC raised?
Oak Tree Acquisitions CRI, LLC reports $550,000 sold from 11 investors on its Form D filed May 15, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Oak Tree Acquisitions CRI, LLC based?
Oak Tree Acquisitions CRI, LLC is based in Brooklyn, New York.
When did Oak Tree Acquisitions CRI, LLC launch?
Oak Tree Acquisitions CRI, LLC reports its first sale in Apr 2018.
Size compared with every real estate fund
Raised more than 53% of the 810 real estate funds based in New York, and more than 25% of all 7,348 that report sales.