Red Oak Fund, LP
Red Oak Fund, LP is a hedge fund based in Boca Raton, Florida. According to its most recent Form D, filed Jun 25, 2024, the fund has sold $74,917,222 of interests to 33 investors since its first sale in Feb 2017. 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. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Red Oak Partners, LLC; Adrian Pertierra; Red Oak Capital Partners, LLC.
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
- $74,917,222Cumulative sales reported on Form D
- Investors
- 33
- First sale
- Feb 1, 2017
- Minimum investment
- $500,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Red Oak Partners, LLC; Adrian Pertierra; Red Oak Capital Partners, LLC
- Latest Form D
- Jun 25, 2024
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 Red Oak Fund, LP
What is the minimum investment for Red Oak Fund, LP?
According to its latest Form D, filed Jun 25, 2024, the minimum investment Red Oak Fund, LP accepts from an outside investor is $500,000.
Who can invest in Red Oak Fund, LP?
Red Oak Fund, LP 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). It uses Rule 506(b), which does not allow general advertising.
How much has Red Oak Fund, LP raised?
Red Oak Fund, LP reports $74,917,222 sold from 33 investors on its Form D filed Jun 25, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Red Oak Fund, LP based?
Red Oak Fund, LP is based in Boca Raton, Florida.
When did Red Oak Fund, LP launch?
Red Oak Fund, LP reports its first sale in Feb 2017.
Size compared with every hedge fund
Raised more than 73% of the 743 hedge funds based in Florida, and more than 53% of all 10,128 that report sales.