Oak Value Focus Fund LLC
Oak Value Focus Fund LLC is a private investment fund based in Chapel Hill, North Carolina. According to its most recent Form D, filed Mar 8, 2010, it has sold $1,010,000 of interests to 3 investors since its first sale in Jan 2007. The minimum investment it accepts from an outside investor is $500,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include David Carr, Jr; Larry Coats, Jr; Margaret Landis.
- Total raised
- $1,010,000Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Jan 1, 2007
- Minimum investment
- $500,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Key people and entities
- David Carr, Jr; Larry Coats, Jr; Margaret Landis
- Latest Form D
- Mar 8, 2010
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 Value Focus Fund LLC
What is the minimum investment for Oak Value Focus Fund LLC?
According to its latest Form D, filed Mar 8, 2010, the minimum investment Oak Value Focus Fund LLC accepts from an outside investor is $500,000.
Who can invest in Oak Value Focus Fund LLC?
Oak Value Focus Fund LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How much has Oak Value Focus Fund LLC raised?
Oak Value Focus Fund LLC reports $1,010,000 sold from 3 investors on its Form D filed Mar 8, 2010. This is cumulative sales since the offering began, not current assets or performance.
Where is Oak Value Focus Fund LLC based?
Oak Value Focus Fund LLC is based in Chapel Hill, North Carolina.
When did Oak Value Focus Fund LLC launch?
Oak Value Focus Fund LLC reports its first sale in Jan 2007.
Size compared with every private investment fund
Raised more than 28% of the 245 private investment funds based in North Carolina, and more than 14% of all 10,266 that report sales.