Oak Tree Flats LLC
Oak Tree Flats LLC is a real estate fund based in Burnsville, Minnesota. According to its most recent Form D, filed Jun 2, 2023, it has sold $735,000 of interests to 12 investors since its first sale in May 2023. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Patrick Bagan; Wagan Management South, LLC; Brandon Guderian.
- Total raised
- $735,000Cumulative sales reported on Form D
- Investors
- 12
- First sale
- May 19, 2023
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Patrick Bagan; Wagan Management South, LLC; Brandon Guderian
- Latest Form D
- Jun 2, 2023
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 Flats LLC
What is the minimum investment for Oak Tree Flats LLC?
According to its latest Form D, filed Jun 2, 2023, the minimum investment Oak Tree Flats LLC accepts from an outside investor is $25,000.
Who can invest in Oak Tree Flats LLC?
Oak Tree Flats 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 Flats LLC raised?
Oak Tree Flats LLC reports $735,000 sold from 12 investors on its Form D filed Jun 2, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Oak Tree Flats LLC based?
Oak Tree Flats LLC is based in Burnsville, Minnesota.
When did Oak Tree Flats LLC launch?
Oak Tree Flats LLC reports its first sale in May 2023.
Size compared with every real estate fund
Raised more than 42% of the 196 real estate funds based in Minnesota, and more than 28% of all 7,349 that report sales.