Round Oak Partners, LLC is a real estate fund based in Canton, Georgia. According to its most recent Form D, filed Dec 13, 2018, it has sold $16,151,850 of interests to 156 investors since its first sale in Nov 2018. The minimum investment it accepts from an outside investor is $32,630. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Brian Sullivan.
- Total raised
- $16,151,850Cumulative sales reported on Form D
- Investors
- 156
- First sale
- Nov 28, 2018
- Minimum investment
- $32,630
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Brian Sullivan
- Latest Form D
- Dec 13, 2018
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 Round Oak Partners, LLC
What is the minimum investment for Round Oak Partners, LLC?
According to its latest Form D, filed Dec 13, 2018, the minimum investment Round Oak Partners, LLC accepts from an outside investor is $32,630.
Who can invest in Round Oak Partners, LLC?
Round Oak Partners, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Round Oak Partners, LLC raised?
Round Oak Partners, LLC reports $16,151,850 sold from 156 investors on its Form D filed Dec 13, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Round Oak Partners, LLC based?
Round Oak Partners, LLC is based in Canton, Georgia.
When did Round Oak Partners, LLC launch?
Round Oak Partners, LLC reports its first sale in Nov 2018.
Size compared with every real estate fund
Raised more than 87% of the 494 real estate funds based in Georgia, and more than 85% of all 7,348 that report sales.