Oakview Value Fund, LP is a hedge fund based in Dallas, Texas. According to its most recent Form D, filed Feb 15, 2022, the fund has sold $36,494,433 of interests to 19 investors since its first sale in Feb 2018. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Oakview Value Fund GP, LP; Oakview Investments, LLC; Oakview Capital Management, L.P.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $36,494,433Cumulative sales reported on Form D
- Investors
- 19
- First sale
- Feb 1, 2018
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Oakview Value Fund GP, LP; Oakview Investments, LLC; Oakview Capital Management, L.P
- Latest Form D
- Feb 15, 2022
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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Oakview Value Fund, LP
What is the minimum investment for Oakview Value Fund, LP?
Oakview Value Fund, LP's latest Form D, filed Feb 15, 2022, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Oakview Value Fund, LP?
Oakview Value Fund, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Oakview Value Fund, LP raised?
Oakview Value Fund, LP reports $36,494,433 sold from 19 investors on its Form D filed Feb 15, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Oakview Value Fund, LP based?
Oakview Value Fund, LP is based in Dallas, Texas.
When did Oakview Value Fund, LP launch?
Oakview Value Fund, LP reports its first sale in Feb 2018.
Size compared with every hedge fund
Raised more than 57% of the 537 hedge funds based in Texas, and more than 40% of all 10,128 that report sales.