Oak Tree Acquisitions LLC
Oak Tree Acquisitions LLC is a real estate fund based in Brooklyn, New York. According to its most recent Form D, filed Oct 15, 2015, it has sold $2,958,343 of interests to 23 investors since its first sale in Sep 2015. 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 Richard Rosan; Jeremiah Lucey.
- Total raised
- $2,958,343Cumulative sales reported on Form D
- Investors
- 23
- First sale
- Sep 30, 2015
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Richard Rosan; Jeremiah Lucey
- Latest Form D
- Oct 15, 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 Oak Tree Acquisitions LLC
What is the minimum investment for Oak Tree Acquisitions LLC?
Oak Tree Acquisitions LLC's latest Form D, filed Oct 15, 2015, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Oak Tree Acquisitions LLC?
Oak Tree Acquisitions 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 LLC raised?
Oak Tree Acquisitions LLC reports $2,958,343 sold from 23 investors on its Form D filed Oct 15, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Oak Tree Acquisitions LLC based?
Oak Tree Acquisitions LLC is based in Brooklyn, New York.
When did Oak Tree Acquisitions LLC launch?
Oak Tree Acquisitions LLC reports its first sale in Sep 2015.
Size compared with every real estate fund
Raised more than 70% of the 813 real estate funds based in New York, and more than 54% of all 7,350 that report sales.