White Oak Summit Fund Blocker, Inc.
White Oak Summit Fund Blocker, Inc. is a private investment fund based in San Francisco, California. According to its most recent Form D, filed Mar 16, 2016, it has sold $45,000,000 of interests to 4 investors since its first sale in Mar 2016. The minimum investment it accepts from an outside investor is $5,000,000. 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 Barbara McKee; Andre Hakkak.
- Total raised
- $45,000,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Mar 1, 2016
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Barbara McKee; Andre Hakkak
- Latest Form D
- Mar 16, 2016
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 White Oak Summit Fund Blocker, Inc.
What is the minimum investment for White Oak Summit Fund Blocker, Inc.?
According to its latest Form D, filed Mar 16, 2016, the minimum investment White Oak Summit Fund Blocker, Inc. accepts from an outside investor is $5,000,000.
Who can invest in White Oak Summit Fund Blocker, Inc.?
White Oak Summit Fund Blocker, Inc. 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 White Oak Summit Fund Blocker, Inc. raised?
White Oak Summit Fund Blocker, Inc. reports $45,000,000 sold from 4 investors on its Form D filed Mar 16, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is White Oak Summit Fund Blocker, Inc. based?
White Oak Summit Fund Blocker, Inc. is based in San Francisco, California.
When did White Oak Summit Fund Blocker, Inc. launch?
White Oak Summit Fund Blocker, Inc. reports its first sale in Mar 2016.
Size compared with every private investment fund
Raised more than 74% of the 1,714 private investment funds based in California, and more than 60% of all 10,255 that report sales.