AltMountain

White Oak Summit ICAV

Dublin 14, Ireland · CIK 1647958
Offshore
Status: no Form D since Jul 2015. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

White Oak Summit ICAV is a private equity fund based in Dublin 14, Ireland. According to its most recent Form D, filed Jul 16, 2015, it has sold $41,073,379 of interests to 1 investor since its first sale in Jun 2015. The minimum investment it accepts from an outside investor is $321,095. 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 Tom Coghlan; Jeremy O'Sullivan; Pat Wall.

Total raised
$41,073,379Cumulative sales reported on Form D
Investors
1
First sale
Jun 30, 2015
Minimum investment
$321,095
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Tom Coghlan; Jeremy O'Sullivan; Pat Wall
Latest Form D
Jul 16, 2015

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 ICAV

What is the minimum investment for White Oak Summit ICAV?

According to its latest Form D, filed Jul 16, 2015, the minimum investment White Oak Summit ICAV accepts from an outside investor is $321,095.

Who can invest in White Oak Summit ICAV?

White Oak Summit ICAV 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 ICAV raised?

White Oak Summit ICAV reports $41,073,379 sold from 1 investor on its Form D filed Jul 16, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is White Oak Summit ICAV based?

White Oak Summit ICAV is based in Dublin 14, Ireland.

When did White Oak Summit ICAV launch?

White Oak Summit ICAV reports its first sale in Jun 2015.

Size compared with every private equity fund

Raised more than 56% of the 32 private equity funds based in Ireland, and more than 61% of all 8,896 that report sales.

Similar-size private equity funds in Ireland

All private equity funds in Ireland